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  4. Preconditions

Preconditions

Preconditions

Before creating the first job in Kickstart, make sure you have completed the onboarding process, added necessary business details, integrated payment and accounting solutions, included your customers and field agents, and set up your products and services.

Visit Types:

 Moreover, before creating your first visit, add products and services to your Visit types list by clicking on ‘My Business’ > ‘Visit Types’. 

Visit Types can be set up to make scheduling appointments easier and quicker. Here you can select Product Services and Statistics. 

 

Customized Pricing: 

Kickstart also provides two visit types by default which you can also access from My Business > Fieldslip and Pricing setup. 

Within this section, the admin can select products and services that can have customized pricing for customers.