Peter McKesson
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Activity overview
Latest activity by Peter McKesson-
Peter McKesson created an article,
How to build your own templates by Philip of Veil Designs
We have been teaming up Philip and his partner Jason over at Veil Designs for many years now. They have created a fantastic addition to our template articles. We have been given permission by them...
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Peter McKesson commented,
Hello Chukwudi - what does this mean? Write us at support@kickserv.com to chat with us. Thank you,
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Peter McKesson created an article,
Resolving common login issues (Website)
Having trouble logging in to your Kickserv account? Here are some steps you can take that may help. Quick tips Check the following: Your account could be temporarily locked after too many incorr...
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Peter McKesson created an article,
Custom Reporting
Kickserv does have a custom reporting tool that comes standard with the Premium plan only. Many of our businesses have different and unique data needs. This is why we have a fantastic custom repo...
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Peter McKesson created an article,
Getting Started with Xero
Signing up for Xero Before connecting to Xero, your account must include the Xero add-on, which can be enabled by your account owner on the Subscription page within Account & Billing settings. Onc...
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Peter McKesson created an article,
Working with Invoices, Estimates, and Xero
Working with invoices and estimates is similar, with the exception of payments, which are not entered on estimates. Adding Charges To add a charge, click the Add a charge button to open the charge ...
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Peter McKesson created an article,
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Peter McKesson created an article,
Creating Opportunities & Estimates
How to create your first opportunity (aka estimate).There are a few paths to creating an opportunity. From your customer’s record Using the Planner pages From the left side "toolbar" column (...
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Peter McKesson created an article,
Using Our Workflow Estimate Management Software
When it comes to staying on top of your service business, Kickserv conveniently helps you manage your leads, estimates, schedules, and more—all in one program. Regarded as one of the best business...
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Peter McKesson created an article,
Adding Notes & Attachments
We know that your customers expect you to provide details about the work you provide and that’s why we give you a way to provide not only notes but photos or other documents. 1. Open an existing jo...