Tips and Tricks

For those sort of unusual situations we may run into once in awhile

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11 articles in this collection
Written by Pete McKesson, Jonathan Vaught, and Angel Kemper May

How manage your mobile pictures

and share your mobile pictures with your customers
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Written by Pete McKesson
Updated this week

Using reminders to follow-up and follow through

Go paperless and manage all aspects of your work within Kickserv
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Written by Pete McKesson
Updated this week

Adjusting the order of your charges

How to rearrange those job charges to best suit you and your customers
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Written by Jonathan Vaught
Updated over a week ago

How to manage estimates and invoices to multiple addresses

Sending estimates to the work site and then having to send the invoice to another address can be solved with Kickserv
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Written by Pete McKesson
Updated over a week ago

Do we need to request a W-9 from Kickserv ®?

The facts of the W-9 and 1099-MISC
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Written by Pete McKesson
Updated over a week ago

"unsync" an invoice or job

Un-synchronizing an invoice is not a feature
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Written by Pete McKesson
Updated over a week ago

How to create a shortcut on your mobile phone or device for Kickserv

shortcuts on your iPhone or Android phone
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Written by Pete McKesson
Updated over a week ago

How to Change a Job Number

Learn how to edit your job and invoice numbers
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Written by Angel Kemper May
Updated over a week ago

Managing Estimates Viewed and Emails

Following-up and following through on estimates or opportunities given at the appropriate date and time
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Written by Pete McKesson
Updated over a week ago

Why does my browser slow down when I enter text into a Kickserv form?

Check your browser autofill settings
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Written by Pete McKesson
Updated over a week ago

Changing both your password and username

Forgot your username or password or just want to change your password for your Kickserv profile?
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Written by Pete McKesson
Updated over a week ago