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  1. Kickserv
  2. Getting Started Guide
  3. 2. How to get the basics done

2. How to get the basics done

  • Generating an Invoice and Marking it as Paid!
  • How to use Services
  • Importing Contacts from Gmail
  • Creating a contact or customers
  • Creating Opportunities & Estimates
  • Search
  • Using Our Workflow Estimate Management Software
  • Calendars
  • Adding Notes & Attachments
  • Dispatch Map
  • Recurring Jobs
  • Reporting, services, custom fields and tagging
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