Kickserv

kickserv is a field service management software that helps businesses manage customers, schedule jobs, send estimates and invoices, and process payments integrating with make com enables automated workflows between kickserv and other business tools, increasing efficiency and productivity this is ai generated content based on official kickserv documentation the content may still contain errors—please verify important information if you have questions, contact kickserv support directly how to get support on kickserv kickserv is a community developed application and is subjected to the developer's terms and conditions, which may include applicable fees make does not maintain or support this integration for assistance, please https //f make com/r/reachout?app name=kickserv\&app slug=kickserv community\&app unique id=kickserv czr0i5 requirements to use the kickserv app in make, you must have an active kickserv account and an api key, create your account on kickserv app installation to install this app, you need admin, owner, or app developer permissions organizations start by installing the app from the make integration page click the install button and follow the on screen instructions to complete the setup connect kickserv and {{product name}} to get started, you must first create a connection between kickserv and {{product name}} , allowing the two services to communicate you can connect using the following method basic auth basic auth instructions you need to retrieve your employee api token log in to your kickserv account using your credentials navigate to the employee management section of your kickserv account locate your unique api token in the employee management section some community developers require an additional specific api key retrieve the required api key from the community developer's dashboard, generally found under settings/api for more info, please https //f make com/r/reachout?app name=kickserv\&app slug=kickserv community\&app unique id=kickserv czr0i5 create the connection in {{product name}} log in in your make account , add the kickserv module to your {{scenario singular lowercase}} , and click create a connection if you add a module with an instant tag, click create a webhook , then create a connection optional in the connection name field, enter a name for the connection enter the authentication credentials you copied from your kickserv or follow the on screen instructions to create the connection you must also enter any required third party api keys obtained earlier for detailed information on connecting an application, see connect an application kickserv modules after connecting to the kickserv app, you can choose from a list of available modules to build your {{scenario plural lowercase}} create a customer adds a new customer to your system, allowing you to store and manage their details for future interactions create a customer note adds a new note to the profile of an existing customer, helping you keep track of important details or updates related to that customer delete a customer permanently removes a specific customer from your account using their unique id get a customer fetches detailed information about a specific customer using their unique customer number make an api call allows you to make a custom api request to the service, using your authorized account this lets you access features or endpoints that may not be available in the standard modules search customers finds customers that match the criteria you set, helping you quickly locate specific customer records based on your search filters search jobs finds job listings that match the criteria you set, helping you locate relevant job opportunities based on your preferences update a customer updates the details of an existing customer using their unique id templates you can look for more templates in make's template gallery , where you'll find thousands of pre created {{scenario plural lowercase}} kickserv resources you can have access to more resources related to this app on the following links kickserv website kickserv documentation kickserv api documentation kickserv page on make