The search box is located at the top right of every page.

Look for our Smart Search feature

With smart search, you can locate jobs by their Kickserv job number (j:###).  I is simply "j" for job or opportunities and then the record number. You can locate your customer records by their Kickserv customer number (c:###). "C" for customer and then it record number.

Tip: Searching for your customer's street address is a more sure way of identifying repeat customers and user names.

What can you search for using the search feature

for customer

1. customer record number

2. customer name

3. primary email

4. customer service address

5. primary phone number

6. Notes

7. Attachments

8. Custom field values

for jobs and opportunities

1. Job record number

2. Job Description

3. PO number

4. Notes

5. Attachments

6. Custom Field Values