This video serves as a comprehensive first-day training for new users of Kickserv, offering an overview of the platform's functionalities and best practices. It begins with an introduction to the dashboard, where users can access various features such as scheduling demos and onboarding. It emphasizes the core functions of selling services through estimates, performing jobs, and collecting payments via invoices. Each section of the platform, including opportunities, jobs, invoices, and contacts, is explored in detail, highlighting features like tracking, managing, and scheduling tasks. The video also showcases different calendar views optimized for service businesses, along with real-time GPS tracking available in premium accounts. It emphasizes the user-friendly mobile app for technicians and offers guidance on accessing help resources and setting up QuickBooks integration. Overall, it aims to empower users to efficiently manage their businesses using Kickserv's features and support resources.
Points of interest in video:
Dashboard overview:
0:16
Opportunities:
0:43
Jobs:
0:59
Invoices:
1:37
Contacts:
2:06
Reports:
2:27
Calendar views:
2:34
Mobile App:
4:08