Your Kinetic View handbook

Build a CRM that works the way your team does.

Detailed setup instructions, everyday workflows, and troubleshooting—from your first company settings to a finished job.

Start with a solid foundation

Set up your company and team first, then configure the choices your staff will use. Test one complete lead-to-job workflow before importing your full customer list.

Explore the help center

24 guides to help your team

Getting started

Set up your company from start to finish

A practical order for configuring your account, testing a complete customer journey, and bringing your team online.

Account and team

Company details, logo, and timezone

Make the account recognizable and keep schedules consistent across your team.

Account and team

Invite employees and choose their roles

Set up administrators, managers, callers, salespeople, and installers without sharing logins.

Account and team

Sign in, verify an account, and troubleshoot access

Understand account verification, invitation passwords, expired sessions, and safe support requests.

Design lead stages and appointment results

Build a consistent pipeline that your callers and sales team can use accurately.

Set up sources, job types, products, and vendors

Create clean reference lists for marketing attribution, sold work, and production costs.

Import contacts and sold jobs from a CSV

Map your columns, preserve customer relationships, and prevent accidental duplicate imports.

Configure a website lead capture form

Choose intake defaults, connect a form, and verify captured records before publishing.

Manage a lead and its customer history

Keep contact details, assignments, interactions, files, appointments, and jobs together.

Scheduling and sales

Set weekly appointment slots and capacity

Define bookable time windows and handle date-specific capacity changes.

Scheduling and sales

Schedule visits and record appointment outcomes

Keep the calendar, salesperson assignment, and result history aligned.

Scheduling and sales

Create sold jobs and hand them to production

Record a sale accurately without losing its customer or scheduling context.

Production and costs

Track job costs, commissions, installers, and payments

Record actual costs and customer payments so job totals can be reconciled.

Production and costs

Use production scheduling, milestones, and the Matrix

Coordinate installers and material readiness through completion.

Create, assign, snooze, and complete reminders

Make the next action visible and owned instead of leaving it in notes.

Messaging and automation

Choose Twilio or SimpleTexting and configure SMS

Choose your own texting provider, complete its approval process, and test customer consent and delivery.

Messaging and automation

Set up CRM email and reusable templates

Choose recognizable sender details and verify actual delivery before messaging customers.

Messaging and automation

Build and test email and SMS automations

Connect business events to messages with deliberate timing, recipients, and conditions.

Calling and workflow

Configure rules, calling queues, and dispositions

Route contacts predictably from intake through caller follow-up and sales.

Calling and workflow

Work a calling session and schedule follow-up

Use lead context, dispositions, callbacks, and call history consistently.

Build reports and reconcile your business numbers

Use the right record type, date range, filters, and costs before trusting totals.

Account and team

Trial, Standard, and Ad-free plans

Understand the 14-day trial and the two monthly account options.

Connect an AI assistant to set up your CRM

Use a scoped MCP connection to inspect settings, propose additions, and apply them after administrator approval.

Help and troubleshooting

Get useful support and diagnose common problems

Collect the right details and distinguish account settings from platform service configuration.

Need help with your specific account?

Sign in to use the CRM’s Support area. Include the screen, what you expected, and the steps that led to the issue.