Skip to main content
Kickserv Help Center home page
  • Community
  • Submit a request
  • Sign in
  • Sign in
  • Community
  • Submit a request
  1. Kickserv
  2. User Guide

User Guide

Documentation about Kickserv and best practices for using the application.

Kickserv

  • Changelog
  • Kickserv dashboard explained
  • How to remove a user

Calendar

  • Mapping & GPS Check-Ins
  • How to request time off
  • The Resources Calendar Page

Jobs

  • Request a Payment
  • How to create a service location customer record
  • Sending automatic reminders to customers
  • Repeating Jobs
  • Delete the Job? Or Cancel the Job?
  • Attaching a PDF copy of an estimate or invoice
See all 11 articles

Customer Center, Marketing, & Communication

  • Adding Google reCAPTCHA to stop malicious Contact Form submissions
  • Changes to the way the Contact Form works
  • How to opt-out of notifications
  • Referral Program
  • Arrival Windows
  • Marketing Home Page
See all 12 articles

Reports

  • Attaching Supported File Types
  • Customer Marketing Report
  • Productivity Reporting
  • Reporting using the "Equal to" filter
  • Custom Reporting
  • Custom Time Entry Report

Integrations

  • Mailchimp Integration
  • Connecting Quickbooks Online to Kickserv through Quickbooks.
  • Start here to learn about QuickBooks® Integration
  • Getting Started with Xero
  • QuickBooks and Xero sync updates
  • Get customer feedback after the job
See all 7 articles

Custom Templates

  • Kickserv supports custom estimate, invoice and work order templates.
  • Account
  • Charge
  • Contact
  • Employee
  • Event
See all 11 articles
Kickserv
Powered by Zendesk