Your Kinetic View handbook
Build a CRM that works the way your team does.
Setup instructions, everyday workflows and troubleshooting, from your first settings to a finished job.
Explore the help center
39 guides to help your team
- Daily CRM work
Find pages, settings and help
Use current navigation and search; this guide keeps its previous Favorites address.
Read guide - Customers and sales
Build estimates with your company costbook
Create customer estimates, collect signatures, and turn a fully signed estimate into the contract, sale and job.
Read guide - Messaging and automation
Find automation failures in the activity center
Review observed triggers, queued messages, sequence steps and internal alerts without sending or retrying anything.
Read guide - Messaging and automation
Set up optional speed-to-lead reminders
Remind the team to contact a new externally delivered lead and escalate unanswered work during business hours.
Read guide - Scheduling and sales
Choose who works when and enable assignment
Configure eligible rep schedules before optional automatic assignment.
Read guide - Production and costs
Track financing, fees, refunds and warranty expenses
Include verified extra job expenses in Matrix margin while preserving original sale and payment history.
Read guide - Jobs and production
Set up roles, daily duties and Autobot
Give each person a familiar list of work, connected to the Matrix. Keep automatic messages separate from human duties.
Read guide - Daily CRM work
Work through daily actions
Find sales assignments, due follow-ups, unanswered customer replies and production work.
Read guide - Production and service
Assign production milestones, dates and blockers
Give job milestones a responsible person or named queue and distinguish planned work from actual progress and deadlines.
Read guide - Leads and customers
Connect a lead provider and review delivery health
Have providers deliver new requests automatically, without typing each prospect again. Includes setup instructions for your provider or developer.
Read guide - Messaging
Text consent, opt-outs and imported records
Understand what the CRM knows about a contact’s permission to receive texts, and preserve real evidence when migrating.
Read guide - Getting started
Set up your company with guided questions
Save your business answers, review the actual changes and apply them explicitly.
Read guide - Account and team
Company details, logo, and timezone
Make the account recognizable and keep schedules consistent across your team.
Read guide - Account and team
Invite employees and choose their roles
Set up administrators, managers, callers, salespeople, and installers without sharing logins.
Read guide - Account and team
Sign in, verify an account, and troubleshoot access
Understand account verification, invitation passwords, expired sessions, and safe support requests.
Read guide - Lead setup
Design lead stages and appointment results
Build a consistent pipeline that your callers and sales team can use accurately.
Read guide - Lead setup
Set up sources, job types, products, and vendors
Create clean reference lists for marketing attribution, sold work, and production costs.
Read guide - Lead setup
Import customers and their complete project history
Preview linked CSV batches, avoid duplicate records, and let a trusted MCP assistant prepare a reviewed migration.
Read guide - Lead setup
Configure a website lead capture form
Choose intake defaults, connect a form, and verify captured records before publishing.
Read guide - Daily CRM work
Create a prospect and work with customer records
Create the contact first; later visits, estimates and jobs stay on the same record.
Read guide - Scheduling and sales
Configure Appointment times
Set weekly times, who works when and optional advanced limits.
Read guide - Scheduling and sales
Schedule visits and record appointment outcomes
Keep the calendar, salesperson assignment, and result history aligned.
Read guide - Scheduling and sales
Create sold jobs and hand them to production
Record a sale accurately without losing its customer or scheduling context.
Read guide - Production and costs
Track job costs, commissions, installers, and payments
Record actual costs and customer payments so job totals can be reconciled.
Read guide - Production and costs
Use production scheduling, milestones, and the Matrix
Coordinate installers and material readiness through completion.
Read guide - Daily CRM work
Create, assign, snooze, and complete reminders
Make the next action visible and owned instead of leaving it in notes.
Read guide - 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.
Read guide - Messaging and automation
Set up CRM email and reusable templates
Choose recognizable sender details and verify actual delivery before messaging customers.
Read guide - Messaging and automation
Build, preview and approve visual automations
Choose deliberate triggers and recipients, test safely, and keep drafts off until an administrator approves.
Read guide - Calling and workflow
Configure rules, calling queues, and dispositions
Route contacts predictably from intake through caller follow-up and sales.
Read guide - Calling and workflow
Work a calling session and schedule follow-up
Use lead context, dispositions, callbacks, and call history consistently.
Read guide - Reporting
Build reports and reconcile your business numbers
Use the right record type, date range, filters, and costs before trusting totals.
Read guide - Account and team
Delete your personal account or close a company
These are different permanent actions; review the intended scope and confirmations.
Read guide - Account and team
Trial, subscription and billing
Review your actual price, purchase timing and subscription provider before confirming.
Read guide - Scheduling and sales
Prepare proposals, work orders, and service orders
Prepare template-based Documents PDFs. This is separate from estimating proposals, links and e-signatures.
Read guide - Jobs and production
Track service calls and warranty work
Keep repairs, visits, resolutions, and service costs connected to the original customer and job.
Read guide - AI and MCP
Connect an AI assistant to set up your CRM
Delegate setup and ongoing account work, choose a trade starter and use optional approval controls.
Read guide - Help and troubleshooting
Get useful support and diagnose common problems
Collect the right details and distinguish account settings from platform service configuration.
Read guide - Scheduling and sales
Choose a calendar and date view
Appointments, Sales, Production and Service are four calendar types, not four views.
Read guide
Policies and your account
These apply to Kinetic View on the web, iPhone, iPad and Android.
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