Welcome to the Kickserv workflow for technicians! Here’s how to use the Kickserv mobile app on a job from start to finish.
Getting Started
- Download the Kickserv mobile app onto your smartphone or tablet using the app store or instructions sent via email or text from your company’s admin.
- Log in to the mobile app by filling in your company’s six digit Account ID, your username and password.
Note: Make sure to enable “Always” in Location settings for Kickserv to turn on time & location tracking.
- On the home screen, you will see your full schedule for the day. The wrench icon
represents a work event, the clipboard icon
represents an estimate event, and a megaphone icon
is a reminder.
On the Go
- Swipe left on a job from your home screen to reveal the Notify button. Tap this button to alert the customer that you are on the way (OTW) to the event location.
Tap the button again to send an SMS and email update to the customer, if needed.
- Tap on the map to get GPS routing to the job or estimate location.
Start the Job
- To start work on a job, tap on it from your home screen.
- To track your time, tap the Clock In button in the middle of the screen. Tap Yes to confirm your clock-in and start the timer. The time tracker will continue to run even if you close out of the app.
Perform the Job
- You’ll have all the information you need to complete the job. If needed, you can add charges, expenses, time entries, notes, and attachments by tapping on the designated option, then the + icon.
Complete the Job
- To finish the job, mark it as Complete under the work clock. Then, tap Clock Out to end your work time on that event. You will have the option to add your hours to the job as a charge item. Tap Confirm to finalize your selection.
Sending an Invoice
- To send an invoice from a job, tap Generate Invoice located under Charges.
- Tap View Invoice to collect a live signature and payment.
That’s it! You’re on to the next job!
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