Tips and Tricks
- 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
- How to track mileage
- How to create web browser shortcuts for your desktop
- Rich Text Charge Descriptions
- Managing estimate options to your customers
- Updating templates that use custom fields
- How to create an Opportunity using our API
- Monthly Newsletters
- Schedule multiple events for one job