Dashboard
See all 9 articlesCustomizations
- How to remove tax on items
- Custom Estimate, Invoice, and Appointment Messaging
- Account (Custom Templates)
- Charge (Custom Templates)
- Employee (Custom Templates)
- Event (Custom Templates)
Integrations
Payments
How-To Guides
- Start Job button explained
- Changing an event's time on the calendar
- Scheduling multiple events for one job
- Managing Estimates to show the Detailed or Summary view
- Kickserv - How to upload an attachment to a job/customer record
- The Resources calendar page
Settings
- Color coding events on the calendar and resources pages
- Creating and using services
- Primary contacts
- Personalizing your emails for Estimates and Invoices
- Setting-up the Marketing Module
- Forcing an account to log out
Demos and Training Videos
- Kickserv
- First Day Training Video
- Running a Service Business is Hard...
- Kickserv in 15 seconds
- Kickserv in 30 seconds
- Kickserv dashboard explained
Testimonials
FAQ
- Troubleshooting Common Issues
- What to check when a user is having issues accessing features
- Correcting updated terms not showing on an Invoice or an Estimate
- Best practices for usernames and passwords
- Reactivating an inactive customer
- Explanation of why the Kickserv app cannot operate in offline mode