Glossary
Appointment
An appointment is a single visit to a given contact. Appointments may be Queued or Scheduled. If an appointment is Queued, it does not have an assigned Service Agent or Start Date/Time. An Appointment can have a single Contact.
Contact
Someone external to the business. You have categories that you can assign to a Contact such as a Customer or a Propsect. You can also create your own unique Contact categories.
CSV
CSV file
A CSV (Comma-Separated Values) file is a plain text file that stores data in a tabular format, with each line representing a row and each value separated by a comma. It’s commonly used for transferring data between different programs and systems, like spreadsheets or databases.
Desktop Interface
The desktop interface is referred to as the web app, web interface, or desktop app for short. Some features are only available within the desktop interface. The desktop app is designed for use on PCs, Macs, and tablet devices. It works on all common browsers.
Grid
What we call any page that displays large amounts of data in a spreadsheet-like format. For instance, the main Contact page is a grid, as is the Proposal, Invoice, and Appointments pages. You will find many grids within serviceminder.
Invoice
An Invoice can be generated automatically when an Appointment is completed. It represents the final charges for the appointment. You may also generate ad hoc invoices independently of an appointment, directly for a Contact. Invoices can also be generated from a Proposal.
Mobile Interface
The mobile interface is referred to as the mobile app for short. The mobile app is designed to be used on Android and Iphones. Not all features are availabe on the mobile app. It is available in English and Spanish.
Organization Administrator
"Org Admins" have the same user permissions as an owner. They have access to almost every feature of serviceminder including Control Panel settings and Reports.
Project
When a Proposal is Scheduled, it becomes a Project. A Project may have many Appointments. There is a Project snapshot that shows all of your Projects and their completion percentage. A project's completion percentage is determined by how many of the appointments assigned to it have been completed.
Proposal
A Proposal is a formal description of work or services that will be performed for a Contact. Proposals are made up of a single Service and zero or more Parts/Add Ons.
Recurring Appointments
Appointments that are set in the system to occur at a regular frequency for a set amount of time.
rescission
the revocation or cancellation of an agreement.
Service Agent
An employee, subcontractor, or piece of equipment that needs to be scheduled on an appointment.
Shortcode
A shortcode is a small piece of text enclosed in brackets that you can use in various templates. It gives you a quick way to automatically populate information in your templates that would otherwise require more time to code.
Snapshots
The Snapshots navigation area contains a list of items and counts or currency totals. Clicking the item will take you to a page with the corresponding information such as Open Proposals or Due Tasks.
User
An individual within serviceminder that requires an email and password to log in and complete work in the system. There are different roles that can be assigned depending on that User's function within the business.
User Interface
(UI) This is a broad term for the look of serviceminder and the elements you engage with to perform actions.
UTM parameters
snippets of code that can be added to a URL to track where website traffic comes from
