Kickserv by Maxmel Tech

kickserv is a cloud based field service management platform for small and mid sized service businesses, offering job scheduling, customer management, billing, and mobile tools integrating with make com enables workflow automation and seamless data syncing with other business applications 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 a premium plan, an active employee account, and the employee's api token, create your account on kickserv app installation to install this app, you need admin, owner, or app developer permissions organizations go to the make integration page click the install button 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 api token from your kickserv account login to your kickserv platform using your credentials navigate to the employee management section of your kickserv account locate your unique api token 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 page 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 account, allowing you to store their details and manage their information for future interactions create a customer note adds a new note to the profile of an existing customer, allowing you to 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 executes a custom api request to the service, allowing you to interact with any authorized endpoint and perform specific actions not covered by the standard modules search customers finds customers in your database based on the criteria you set, helping you quickly locate specific customer records search jobs allows you to find jobs that match your chosen criteria, helping you quickly locate relevant job listings 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