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Customer Help Center

Start with the product. Narrow to the job.

Sidekick covers a lot of ground. This directory keeps help organized in four levels—business area, product, section, and topic—without turning the first page into a wall of articles.

Article content will be added behind these paths as the customer knowledge base is published.

Common starting points

Get to the right part of Sidekick quickly.

01Set up calling, numbers, or phonesVoice activation, porting, Poly and Yealink hardware02Take payments or reconcile moneyMerchant setup, terminals, settlements, finance03Import customers and start sellingCRM records, pipelines, automation, Sidekick AI04Configure an operating workflowMSP, rentals, appointments, protection, and sites

01 · Help area

Customer and growth

CRM, selling, proposals, and customer relationships.

2 products
CRSidekick CRMKnow every customer. Move every opportunity.

Start and configure

  • Start with Sidekick CRM
  • Workspace, roles, and access
  • Import, connect, or migrate existing data

A durable customer record

  • Companies, contacts, and sites
  • Activities, notes, tasks, and timelines
  • Imports, duplicate controls, and data quality
  • Shared records across Sidekick products

A selling system with momentum

  • Multiple pipelines and stage controls
  • Email and calendar synchronization
  • Cadences, automation, and enrichment
  • Proposals, forecasting, and advanced reports
Help articles coming in the Customer Help Center publishing phase.Explore the Sidekick CRM mini-site →
AISidekick AIAI that can see the work and help move it forward.

Start and configure

  • Start with Sidekick AI
  • Workspace, roles, and access
  • Import, connect, or migrate existing data

Embedded where decisions happen

  • Record and timeline summaries
  • Drafts, recommendations, and next actions
  • Forecast, exception, and knowledge signals
  • Tier-aware limits and governance

Agents for repeatable work

  • Agent roles and instructions
  • Approved cross-product tools
  • Versioned credit consumption
  • Audit, controls, and human handoff
Help articles coming in the Customer Help Center publishing phase.Explore the Sidekick AI mini-site →

02 · Help area

Communications

Calling, numbers, phones, queues, and voice intelligence.

2 products
VOSidekick VoiceBusiness calling with real phones and real help.

Start and configure

  • Start with Sidekick Voice
  • Workspace, roles, and access
  • Import, connect, or migrate existing data

Calling that fits the office

  • Poly and Yealink desk phones
  • Desktop and mobile calling
  • Voicemail, recording, and transcription
  • Queues, routing, hours, and receptionist flows

Activation without guesswork

  • New number search by area code
  • Number porting and authorization
  • Emergency service addresses
  • Users, seats, queues, shipping, and device assignment
Help articles coming in the Customer Help Center publishing phase.Explore the Sidekick Voice mini-site →
DESidekick DesktopKeep the work close without living in a browser tab.

Start and configure

  • Start with Sidekick Desktop
  • Workspace, roles, and access
  • Import, connect, or migrate existing data

Work at the edge of the workspace

  • Native Sidekick Voice calling
  • Actionable notifications
  • Global shortcuts
  • Deep links into customer and work records

Managed continuity

  • Secure authentication handoff
  • Workspace continuity
  • Automatic signed updates
  • Device and session controls
Help articles coming in the Customer Help Center publishing phase.Explore the Sidekick Desktop mini-site →

03 · Help area

Money and commerce

Payments, finance, orders, storefronts, and terminals.

3 products
PASidekick PaymentsTake payment wherever the work happens.

Start and configure

  • Start with Sidekick Payments
  • Workspace, roles, and access
  • Import, connect, or migrate existing data

In-person hardware, clearly offered

  • Touchscreen payment terminals
  • Mobile readers
  • Countertop and handheld modes
  • Accessories, docks, cases, and connectivity

Processing connected to the record

  • Online and in-person processing
  • Payment links and invoices
  • POS and Commerce connection
  • Refunds, disputes, payouts, and reconciliation
Help articles coming in the Customer Help Center publishing phase.Explore the Sidekick Payments mini-site →
ERSidekick ERPFinance and operations on the same record.

Start and configure

  • Start with Sidekick ERP
  • Workspace, roles, and access
  • Import, connect, or migrate existing data

Financial control

  • General ledger and financial reporting
  • Receivables, payables, and collections
  • Purchasing and vendor workflows
  • Expenses, approvals, and audit history

Operational depth

  • Products, inventory, and warehouses
  • Orders, fulfilment, and returns
  • Projects, time, and profitability
  • Employees, approvals, and multi-entity controls
Help articles coming in the Customer Help Center publishing phase.Explore the Sidekick ERP mini-site →
COSidekick CommerceSell across channels without splitting inventory or customers.

Start and configure

  • Start with Sidekick Commerce
  • Workspace, roles, and access
  • Import, connect, or migrate existing data

Merchandise and sell

  • Products, variants, collections, and media
  • Price lists, promotions, and market rules
  • Online cart and checkout
  • POS and in-person selling

Fulfil and keep the relationship

  • Inventory and multi-location availability
  • Orders, shipping, pickup, and delivery
  • Returns, refunds, and exchanges
  • CRM, Payments, Sites, and reporting
Help articles coming in the Customer Help Center publishing phase.Explore the Sidekick Commerce mini-site →

04 · Help area

Operations

Service delivery, rentals, appointments, and protection.

5 products
MSSidekick MSPRun the service desk and the business behind it.

Start and configure

  • Start with Sidekick MSP
  • Workspace, roles, and access
  • Import, connect, or migrate existing data

Service delivery with context

  • Tickets, queues, SLAs, and requesters
  • Projects, time, and dispatch
  • Assets, alerts, and RMM
  • Automation and technician workflows

The MSP business around the ticket

  • CRM and customer sites
  • Agreements, service catalogue, and orders
  • Client portal and approvals
  • Billing, reporting, and Sidekick AI
Help articles coming in the Customer Help Center publishing phase.Explore the Sidekick MSP mini-site →
RESidekick RentalsKnow what is available, where it is, and what happens next.

Start and configure

  • Start with Sidekick Rentals
  • Workspace, roles, and access
  • Import, connect, or migrate existing data

Availability customers can trust

  • Products, combinations, and serialized assets
  • Availability and rate controls
  • Quotes, reservations, and extensions
  • Customer portal and online catalogue

The work behind the reservation

  • Staging, dispatch, delivery, and pickup
  • Inspections, damage, maintenance, and returns
  • Multi-location transfers and telemetry
  • Revenue recognition and asset valuation
Help articles coming in the Customer Help Center publishing phase.Explore the Sidekick Rentals mini-site →
APSidekick AppointmentsMake it easy to book and easier to run the day.

Start and configure

  • Start with Sidekick Appointments
  • Workspace, roles, and access
  • Import, connect, or migrate existing data

A booking experience customers finish

  • Online service catalogue and booking
  • Staff and resource calendars
  • Deposits, cancellation rules, and payment
  • Reminders, confirmations, and rescheduling

A prepared service day

  • Customer history and notes
  • Intake forms and preferences
  • Waitlists and recurring appointments
  • Utilization, revenue, and follow-up reports
Help articles coming in the Customer Help Center publishing phase.Explore the Sidekick Appointments mini-site →
PRSidekick ProtectKnow what is protected and prove it can recover.

Start and configure

  • Start with Sidekick Protect
  • Workspace, roles, and access
  • Import, connect, or migrate existing data

Coverage by workload

  • Workstation protection
  • Physical and virtual server protection
  • Cloud productivity user protection
  • Storage and retention controls

Operational recovery

  • Policy deployment and status
  • Backup health and alerting
  • Ransomware resilience controls
  • Restore requests and recovery evidence
Help articles coming in the Customer Help Center publishing phase.Explore the Sidekick Protect mini-site →
SISidekick SitesPublish the front door to the business you already run.

Start and configure

  • Start with Sidekick Sites
  • Workspace, roles, and access
  • Import, connect, or migrate existing data

Build and publish

  • AI-assisted starting points and themes
  • Structured sections and content
  • Custom domains and secure hosting
  • SEO, metadata, redirects, and analytics

Connect the next action

  • CRM-connected forms
  • Appointments and service booking
  • Commerce and product catalogue
  • Campaign, attribution, and conversion context
Help articles coming in the Customer Help Center publishing phase.Explore the Sidekick Sites mini-site →

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