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  1. Kickserv
  2. Tips and Tricks
  3. Tips and Tricks

Tips and Tricks

  • Understanding the Difference Between a 400 and a 500 Page Error
  • How to set reminders for myself/employees
  • How to build your own templates by Philip of Veil Designs
  • Merge jobs
  • 1 error prohibited this customer from being saved
  • Unable to send an invoice
  • Charge Types
  • The Email Activity Page
  • Why does my browser slow down when I enter text into a Kickserv form?
  • I cannot see my job on the calendar
  • Export your contacts
  • How to Change a Job Number
  • How to create a shortcut on your mobile phone or device for Kickserv
  • Managing Estimates Viewed and Emails
  • Changing both your password and username
  • Add a second email address to a customer record
  • "unsync" an invoice or job
  • Exporting email list
  • Do we need to request a W-9 from Kickserv ®?
  • Import customer data by .csv file
  • How to manage estimates and invoices to multiple addresses
  • Filters
  • Adjusting the order of your charges
  • Printing work orders
  • How to manage multiple techs on one job
  • Using reminders to follow-up and follow-through
  • How to manage property managers
  • Additional Contacts
  • What do the calendar symbols mean?
  • Error importing job from QuickBooks: Job number has already been taken
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