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
- Managing multiple techs on one job
- Two quick ways to notify your customer from your Kickserv account
- Adding a second email address to a customer record
- Best practices for managing property managers in your Kickserv account
- Exporting a list of customers emails from your Kickserv account
- Quickly adding multiple job charges at once
- Uploading an attachment to a job/customer record
- Using sources in your Kickserv account
- Creating and using tags in Kickserv
- Managing tech expenses on jobs
- Two way customer communication emails
- Setting the default calendar time range
- Printing work orders
- Time entry reporting
- How to sync your events from Kickserv to your Google Calendar
- Syncing with QuickBooks Desktop when utilizing Right Networks
- Managing estimate options for your customers
- Printing your daily schedule and customer contact data
- Full account export and backups
- Reports
- Opportunities
- Jobs
- Estimates
- Customers and Contacts