User Guide

Documentation about Kickserv and best practices for using the application.

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36 articles in this collection
Written by Pete McKesson, Jonathan Vaught, and John Hannah

About Kickserv

General information about Kickserv
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Written by Pete McKesson
Updated over a week ago

Kickserv walkthrough (2017)

Brief tutorial and overview of our system to demo how it should work for your business and technicians
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Written by Pete McKesson
Updated over a week ago

Time Entry Reporting

How to capture times and hours on a job for technicians
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Written by John Hannah
Updated over a week ago

How to remove a user

What to do when an employee leaves the company or needs to be removed from Kickserv?
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Written by Pete McKesson
Updated over a week ago

The repeating jobs feature

How the repeating jobs feature works and its scope
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Written by Pete McKesson
Updated over a week ago

Productivity Reporting

Track employee contributions to your bottom line, and find your top performers.
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Written by Jonathan Vaught
Updated over a week ago

Mapping & GPS Check-Ins

We provide a way to have your employees check-in locations and for you to have a visual of where your jobs are located
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Written by Pete McKesson
Updated over a week ago

How to manage the mobile app and invoicing

Creating a new opportunity and successfully dispatching to your field crew using the mobile app and invoicing your customer
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Written by Pete McKesson
Updated over a week ago

Expense Tracking

Track and report on expenses associated with your jobs. Attach receipts and vendor information.
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Written by Pete McKesson
Updated over a week ago

The Kickserv Portal

Market to your customers and allow online booking
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Written by Pete McKesson
Updated over a week ago

Signature Capture

How to gather your customers' signatures
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Written by Pete McKesson
Updated over a week ago

ReachEdge Integration

Import leads from ReachEdge and keep them synchronized with your Kickserv contact list.
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Written by Jonathan Vaught
Updated over a week ago

Marketing & messages

A host of features to your Kickserv account that allow for easy customer communication and online booking.
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Written by Pete McKesson
Updated over a week ago

Developer API

Developer API | Field Service Software by Kickserv
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Written by Pete McKesson
Updated over a week ago
CUSTOM TEMPLATE Documentation

Account

The account object contains information about your company’s Kickserv account
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Written by Pete McKesson
Updated over a week ago

Kickserv supports custom estimate, invoice and work order templates.

These templates are created using HTML and CSS and Liquid.
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Written by Pete McKesson
Updated over a week ago

Charge

The charges object contains information about the charges for the current estimate, invoice, or work order.
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Written by Pete McKesson
Updated over a week ago

Contact

The contact object contains information about the contact for the current estimate, invoice, or work order.
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Written by Pete McKesson
Updated over a week ago

Employee

The employee object contains information about employees of the account.
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Written by Pete McKesson
Updated over a week ago

Event

The event object contains information about a job’s scheduled events (estimate appointments, work, & reminders).
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Written by Pete McKesson
Updated over a week ago

Item

The item object contains information about the item associated with a charge
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Written by Pete McKesson
Updated over a week ago

Job

The job object contains information about the job associated with the current estimate, invoice, or work order.
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Written by Pete McKesson
Updated over a week ago

Note

The note object contains information about the notes associated with a given contact or job.
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Written by Pete McKesson
Updated over a week ago

Signature

The signature object contains information about the signature associated with the current estimate or invoice.
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Written by Pete McKesson
Updated over a week ago

Time Entry

The time_entry object contains information about the time entries associated with a job.
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Written by Pete McKesson
Updated over a week ago