Included with every Kickserv account, the Customer Account Center (formerly Self Service) provides a single place for each of your customers to access their work history, view and approve estimates, and pay invoices.
Every contact automatically has access to the Customer Account Center. The easiest way to notify a contact of this is to view their contact record and email the link via the Overview tab.
In addition, every time an estimate or invoice (or message – see Marketing) is sent via Kickserv, that email will include a special link that will bring the contact directly to the Customer Account Center without the need to login. These special links expire after a period of time, but you can always manually email them the link from the Contact page again.
Conveniently, there is no need for your customers to set up special passwords to access the Customer Account Center. They must simply go to the login page and enter the email address associated with their account. They’ll receive an email with a private login link. The login page is found at
https://SUBDOMAIN.kickservapp.com/self_service, where SUBDOMAIN is your specific Kickserv account subdomain.
The reason for this method of logging in is two-fold. It provides the most flexibility, allowing one of your customers to have access to multiple customer accounts, if need be. Additionally, this method is more secure that a traditional username/password combination.
The Work History area shows a contact’s past (and future) jobs with your business. If you have Marketing enabled on your account, any open requests will be visible in a separate tab on this page.
Clicking an item in the Work History list will bring your contact to that job’s details. Here, they can view the job’s information, charges, notes, attachments, and messages.
Every job or opportunity in the Customer Account Center has an Estimate. Contacts can view the Estimate, download it, or print it.
If the Estimate hasn’t been approved yet, a contact can approve the estimate or request modification. The user who created the Opportunity will receive a notification that the estimate was approved or that a modification was requested.
Once you’ve generate an Invoice for a job, a contact will be able to view it within the Customer Account Center. A detailed or summary view of each invoice is possible. You can choose which view to show your contact on the Invoice and Estimate pages within Kickserv. This is set on a per-job level.
Accepting Credit Cards with Stripe
To enable online Invoice payment, you must first enable the Stripe integration. For setup details, visit Accepting credit card payments with Stripe.
Once enabled, a contact can pay for an outstanding Invoice by visiting the Invoice page and clicking Pay with Card at the top of the page.
Stripe payments are processed immediately and you will be notified depending on your settings in Stripe.
Messages (Marketing module)
If you have Marketing enabled on your account, any messages associated with the job a contact is viewing will appear in the Messages tab. Contacts can reply here, as well. This is a great place for contacts to ask questions specific to a job or invoice.
Job charges (and any payments) appear in the Charges tab.
Notes & Attachments
Notes and attachments only appear in the Customer Account Center if you choose to share them, by checking “Share this with the customer in the Customer Account Center” on the note or attachment.
Accessing Marketing Features
If you have Marketing enabled on your account and your marketing site is published, contacts can access the marketing site and booking capabilities using the links at the top of the Customer Account Center