| https://dawnstime.com A Premier Concierge Service Wed, 11 Mar 2026 21:40:35 +0000 en-US hourly 1 https://wordpress.org/?v=6.9.4 https://dawnstime.com/wp-content/uploads/2025/02/cropped-pink-icon-1-32x32.png | https://dawnstime.com 32 32 New Opportunity? Here’s How to Update Kickserv and Text Clients https://dawnstime.com/docs/admin/new-opportunity/ https://dawnstime.com/docs/admin/new-opportunity/#respond Wed, 11 Mar 2026 21:39:31 +0000 https://dawnstime.com/?post_type=docs&p=1576 Read More]]>

Quick Workflow

  1. Open the Opportunity in Kickserv.

  2. Mark as Won using the status dropdown or button.

  3. Send acknowledgment text to the client via Google Voice

  4. Confirm the update in Kickserv and ensure the customer received the message.

Purpose

To show users how to mark an Opportunity as won in Kickserv and send a confirmation text to the client, ensuring accurate tracking and immediate professional communication.

When this Applies

  • A client has booked a service on the website.

  • You want to acknowledge to the customer that the work is confirmed by sending a quick text message.

How-to Video

 

]]> https://dawnstime.com/docs/admin/new-opportunity/feed/ 0 How to add a new Google Contact https://dawnstime.com/docs/admin/how-to-add-a-new-google-contact/ https://dawnstime.com/docs/admin/how-to-add-a-new-google-contact/#respond Wed, 11 Mar 2026 20:04:47 +0000 https://dawnstime.com/?post_type=docs&p=1560 Read More]]>

Quick Workflow

 

  1. Open Google Contacts.
  2. Select Create Contact.
  3. Enter the client’s name, phone number, and email address.

  4. Add any relevant notes or labels if needed.

  5. Click Save to store the contact.

Purpose

 

This video explains how to add new client information to Google Contacts. All new clients must be added so administrators can quickly identify incoming calls, texts, and emails and maintain accurate client records.

When this Applies

Use this process whenever a new client’s contact information needs to be added to Google Contacts. This typically occurs when:

  • A new client is created in the system

  • A client’s phone number or email needs to be saved or updated for identification

  • Administrators need to ensure incoming calls, texts, or emails are clearly associated with the correct client

Adding contacts promptly helps the team quickly recognize who they are communicating with and keeps client communication organized.

How-to Video

]]> https://dawnstime.com/docs/admin/how-to-add-a-new-google-contact/feed/ 0 Google Reviews https://dawnstime.com/docs/admin/google-reviews/ Sun, 08 Mar 2026 19:29:40 +0000 https://dawnstime.com/?post_type=docs&p=1491 Read More]]>

Quick Workflow

  1. Run the Google Reviews report in Kickserv.

  2. Paste the report data into the Import tab (starting at A3) in the Google Review Tracker.

  3. The system automatically updates the Outreach tab with eligible clients.

  4. Send review request texts according to the Status column schedule (Day 1 / 15 / 30) and check the corresponding boxes.

  5. When a client leaves a review:

    1. Respond to client in Google

    2. Add the review to the Master tab of Tracker, and

    3. Update the Google Review flag in Kickserv.

Purpose

To ensure consistent and timely outreach to clients requesting Google reviews after service completion. This process standardizes how review requests are generated from Kickserv, tracked through the Google Review Tracker, and recorded once a review is received, while preventing duplicate outreach to the same client.

When this Applies

This process applies after service jobs are completed and appear in the Google Reviews Kickserv Report. It is used whenever new report data is imported into the Google Review Tracker to identify clients eligible for review outreach.

Staff should follow this process whenever running the Google Reviews report, sending scheduled review requests (Day 1, Day 15, Day 30), or recording new Google reviews received from clients.

Document

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