Philip R

Kickserv user for many years, general pain in Kickserv's behind.

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Activity overview

Latest activity by Philip R
  • Philip R commented,

    Fortunately, the second-to-last image is not entirely accurate anymore when it says that marking a job 'paid' is a manual process.  As of March, there's an option under Settings > Document Settings...

  • Philip R commented,

    If a customer's tax rate is changed (such as making a customer tax-exempt) the calculated tax won't automatically update on a job/opp.  Once the tax rate is changed just edit any charge and save it...

  • Philip R commented,

    If you're filtering data by a specific field (such as the customer's zip/postal code) that doesn't need to be a field that's displayed in the report.  However, if you're using custom fields and nee...

  • Philip R commented,

    4. Fill out the customer record Full name with the street address of your service location (best practice). Over time we've found it easier to to name the additional service locations as "123 Sec...

  • Philip R commented,

    If filtering based on job/opp status, know that the status names are snake_cased.  What shows in the web UI as "In Progress" would become "in_progress", "Estimate Viewed" becomes "estimate_viewed",...

  • Philip R commented,

    Kickserv can collect and hold multiple signatures but it appears that this object will always return the most recent one, regardless of which document that was on. It's shown on two of the examples...

  • Philip R commented,

    In case it's not readily apparent, customer-level custom fields are accessed in the same manner but using {% for customField in customer.custom_field_assignments %}... Also, note that if you try ...

  • Philip R commented,

    While the various phone number handles may contain data for older customers, more recent ones will probably have their phone number stored in: {{ customer.notification_phone_number }}

  • Philip R created a post,

    Time-base Filtering in Custom Reports

    If you have a premium plan and use custom reports there's an often-overlooked feature that's really useful.  When you're creating/editing a custom report there's an easy-to-miss link in the 'How sh...

  • Philip R commented,

    It's not mentioned here, but a while back Kickserv added a field where you can put a license number, certification string, etc.  Settings -> Company Information is where it's entered. {{ account.ac...