Getting started with the mobile app

The Kickserv mobile app allows you to take your favorite software wherever you go. Now, you and your technicians can take payments directly from the app, create appointments on-site, mark opportunities as won, and much more!

We have created a 4 part article explaining all you can do with the Kickserv mobile app.

In the first part, we tell you how to attend a scheduled estimate and mark it as won or lost. Also, we show all the options of the mobile app your techs can use.

• Read part-1 here

• Watch part-1 here

In the second part of the article, we explain how to schedule a won estimate and what to do when attending the job.

• Read part-2 here

• Watch part-2 here

The third part talks about how to generate the invoice once you've finished the job, and some other options you have such as add more charges, take a payment, collect a signature, and add notes.

• Read part-3 here

• Watch part-3 here

And last but not least, in the fourth and final part we go into detail on how to accept credit card payments for your work right on your phone.

• Read part-4 here

• Watch part-4 here

We hope this helps you as a guide to start using the mobile Kickserv app. Subscribe to our Youtube channel for more useful tips.