Getting Started for Advisors

Here's a roundup of video tutorials that will help Advisors who have just subscribed to Kimoby. 

Quick Links

• Setting up your Account
• Sending your First Message
• Sharing Information within Repair Orders

Setting up your Account

Get started with our step-by-step instructions for setting up your account. 

• Start a new conversation with a customer. 
• Create estimates to accelerate the approval process. 
• Send payment requests with Kimoby Pay. 
• Download the mobile app on Google Play or the App Store. 

Sending your First Message 

Send your first text message with Kimoby and start connecting with your customers.

Related articles and links: 

• Start a new conversation with a customer
• Create your saved replies
• Send payment requests with Kimoby Pay 
• Create estimates to accelerate your approval process

Sharing information with Repair Orders

Get faster approvals from your customers, share videos & photos, and exchange real-time information with your teammates with Repair Orders. 

Related articles and links: 

• Save time and streamline your communications with Repair Orders