Open a customer to see details and retained notes, or choose New customer.
Save not confirmed The server may have saved this action. Your submitted details are retained. Retry the same action to confirm its result before editing or leaving.
Retry unconfirmed save
Customer info & video Customer-provided
Record details shared by the customer. Each save adds to history; it does not replace their earlier words. No social lookup, audio recording, uploads, or messages happen here.
Privacy explanation to share with the customer
You choose what to share. Kingo uses your service details to help with your equipment. Our signed-in, authorized team can view these records. Please leave out passwords, payment details, and unrelated personal or family information.
With your optional permission, we can use your service details and approved photos to prepare a service video. You can decline the video without affecting your service. This is not permission for public advertising or marketing.
We ask separately before putting the finished video on YouTube. An unlisted video is not private: anyone with the link can watch or forward it, and YouTube processes information under its own policies. Tell Kingo if you want to correct your information or withdraw permission. Removing a YouTube video requires a separate action and cannot recall copies others may have made.
Customer's service needs
Equipment details shared by customer
Contact preference
Optional permissions — record the customer's answer
These are staff-recorded responses, not customer signatures. Not discussed leaves any previous decision unchanged.
Use service details and approved photos to prepare their video Not discussed Customer agreed Customer declined Customer withdrew permission
Host their finished video on unlisted YouTube Not discussed Customer agreed Customer declined Customer withdrew permission
Customer response / how received
I shared the privacy explanation and explained that an unlisted link can be forwarded.
Finished video — optional, after review
Video creation and photo imports are not connected yet. Save an existing link only after recording both agreements above. This saves a reference, not proof of upload or delivery.
YouTube watch link
I checked YouTube is set to Unlisted and reviewed the video, audio, title, thumbnail, description, and captions: no faces, full names, addresses, contact details, plates, security details, or unrelated household information.
Visibility is reported by staff, not verified by Kingo. Never call an unlisted link confidential.
Save information & permissions Clear unsaved entry
ServiceM8 references Read-only context
Search the saved ServiceM8 cache and choose the reference yourself. Local edits stay in Kingo Call Desk.
Find a ServiceM8 customer Find
Attach this reference Cancel selection
More than one local customer uses this reference. Open the intended customer to review it.
Kingo membership program
Kingo Club ★
Record an existing, confirmed membership. This does not sign up or charge the customer, verify payment, or change ServiceM8. Membership is separate from video and marketing permission.
Record a membership update The saved status is shown above. This blank form adds a new history entry; it does not change the saved status until you save.
Membership status Not verified Enrolled Not enrolled Cancelled Expired
Valid through only if known Inclusive through this date in America/Chicago. Leave blank when the end date is not known; no term or renewal is assumed.
Confirmation source / reason for this update
I verified this customer is already enrolled in Kingo Club.
Save membership status Clear unsaved entry
Notes & activity Notes stay in history. A correction adds a linked entry and keeps the original.
Notes autosave after typing; later edits become retained revisions. Use New note to start a separate entry. Emptying the editor does not delete saved history.
Correcting an earlier note
Use as a new note New note or correction Save now New note
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