Kickserv

By LiveSwitch

Description

The LiveSwitch integration with Kickserv allows LiveSwitch customers who use Kickserv's field service management software to automatically add LiveSwitch photos, video recordings and files to Kickserv jobs.

Install the Kickserv Integration

Need help? Contact [email protected]— we're here to assist you.


Features & Functionality

Automatically add LiveSwitch photos, video recordings and files to Kickserv jobs

When the LiveSwitch / Kickserv app is installed in LiveSwitch or a new job is created in Kickserv, the app automatically creates a corresponding project in LiveSwitch for any active Kickserv jobs. Whenever a photo, video recording or file is created and assigned to that LiveSwitch project, the media is automatically added to the Kickserv job as a job note.



Flip the Switch

Enhance Kickserv integration features and functions with the LiveSwitch Launcher Chrome extension to view media directly in Kickserv jobs. Install the Chrome extension


Installation

Step 1: Select your unique account ID

You will need two pieces of information from your Kickserv account before installing the integration. The first is your unique account ID.

To find your unique account ID, log in to your Kickserv account and go to the 'Dashboard' area. In the browser's URL bar, you should see something that looks similar to this:

The unique account ID is the value after '.com/' and before '/dashboard' in the URL. Copy this down somewhere you can easily access it.

Step 2: Select your unique account API key

The second piece of information you will need is your unique account API key.

To find your unique account API, log in to your Kickserv account and go to the 'Dashboard' area. In the left-hand menu bar, select your name at the bottom of the menu, followed by 'Profile' in the sub-menu that will open.

In the 'Your Profile' area, select the 'Employee details' option next to your avatar. On the page that opens, copy the API Token and save it somewhere you can easily access it.

You must be an admin in Kickserv to see the API Token.

Step 3: Log in to your LiveSwitch Contact account

If you are not already logged in, go to https://app.contact.liveswitch.com and log in to your Contact account.

Step 4: Go to https://app.contact.liveswitch.com/apps to access the Contact app marketplace

You can access the app marketplace by going directly to that page via the URL or selecting the ‘App’ menu item in the left menu bar.

Step 5: Select 'Connect' on the Kickserv App

First, we will authenticate your LiveSwitch account with the LiveSwitch API. When the screen below appears, select 'Accept' to continue.

This step will not always be necessary.

Step 6: Enter your Kickserv unique account ID

Next, we will begin the authentication process with Kickserv. On the first screen that pops up, add your unique account ID we collected in Step 1 of the installation process.

Step 7: Enter your Kickserv unique API key

Finally, on the screen that follows, enter your Kickserv API key that we collected on Step 2 into both fields and click 'Continue.'

Step 8: Start using your new integration

If you run into any issues, please contact [email protected]