Welcome to kickserv. Kickserv is a dispatch and scheduling system that A&K uses to maximize efficiency.

From the login screen the technician can use their personal username and password to log into the system.

Once logged in the technician will see the "dashboard" here the opportunities invoices contacts calendar etc... Are listed.

The main feature that the technician will use is the calendar. To access the calendar the technician should key the "calendar" icon on the left side of the dashboard.

Once on the calendar page the technician will be able to access the daily and weekly schedule that has been assigned to them.

Once the technician selects a job from the menu a brief description will appear with service address, type of service, and assigned technician.

For a more detailed view key the "type of service" icon listed beside the job.

Once the technician accesses the detailed view of the job they will see such icons as generate invoice, start job, on hold, and mark complete.

More about that later.

Once the technician arrives on the scheduled assignment the technician should key the "start job" icon.

To list any parts and charges for materiel the technician should key the "add a charge" icon.

Once the "add a charge " icon has been keyed the technician will see this screen. From here the technician may access the items list for charges.

Once the "items list" icon is keyed the technician will see a drop down menu of the material list. Select the desired materiel, then enter the quantity.

Once the item and quantity have been selected kickserv will generate the charge. Each piece of materiel used on the scheduled assignment must be entered.

Once desired item has been entered key the "add charge" icon

Once all charges are added the technician should key the "add time entry" icon

Once the "add time entry" icon is keyed the technician can select their name from the drop down list, and enter the appropriate time for the scheduled assignment .

Note: drive time to the job should be added in the notes section.

Any notes that need to be included for the assignment may be added in the notes section.

The technician should key the "add a note" icon

Once the "add note" icon has been keyed the technician will be able to add information about the assignment. Key the green "add note" icon to add information.

Attachments:

One of the Most important features of kickserv is the attachments field. To add a attachment the technician should key the "add attachment" icon

Once the "add attachment" icon is keyed the technician can add any attachments.

Note: ALL receipts for material, permits, and any billable item must be attached to the assignment and have a description as well.

Note: ALL before and after pictures of work completed and any other necessary pictures must be added.

Once all attachments are uploaded key the green "update" icon.

Once all material, time entry's, and attachments have been completed the technician should key the "mark complete" icon.

Once the technician keys the "mark job complete" icon they will have the option to generate the invoice if the customer is paying for assigned work at that moment. The technician can generate the invoice by keying the " Yes, generate the invoice" icon and collect the payment.

Note: if the customer will be giving a payment the technician MUST be sure all billable items and time have been documented and entered before generating the invoice.

If the the customer is to be billed at a later time key the "No I'll do it later" icon

When the customer is ready to pay for the completed work the technician should the "log a payment" icon

Once the "log a payment" icon has been keyed the technician should use the drop down menus on the screen and enter what type of payment the customer is using.

Note: if paying by check the technician should make note of the check # in the notes field.

After the technician has received payment they should key the "mark paid" icon.

If the customer request a email of the invoice the technician should key the "email" icon.