ServiceMinder

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ACH

Automated Clearing House - An electronic network for processing bank-to-bank payments (e.g., eChecks). ACH payments in serviceminder|pay let customers pay directly from their bank account with lower fees (0.75%). These typically take a couple of days to clear, and serviceminder|pay speeds up funding compared to traditional ACH processors.

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.

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Chargeback

A transaction reversal initiated when a customer disputes a charge with their bank. In a chargeback, the amount is withdrawn from the merchant and returned to the customer unless the merchant successfully challenges it. Businesses have a set time (10 days for serviceminder|pay) to respond with evidence. Too many chargebacks can hurt a business, so serviceminder|pay assists in managing them.

Chargeback Fee

A fee charged to the merchant to cover the cost of processing a chargeback dispute. serviceminder|pay‚ chargeback fee is $30 per occurrence. This fee is standard and only applies when a chargeback happens (it‚Äôs not charged for regular transactions).

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 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.

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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.

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EIN

Employer Identification Number -A unique ID number issued by the IRS to identify a business. It’s like a social security number for your company. serviceminder|pay requires your EIN on the application to verify your business identity for underwriting and tax purposes.

Encryption

The process of converting sensitive data (like credit card numbers) into a secure code to prevent unauthorized access. serviceminder|pay uses encryption for all transactions‚ meaning data is scrambled during transmission and storage. Only authorized systems can decrypt and read it, keeping information safe from hackers.

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Forward

The processor and payments partner powering serviceminder|pay.

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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.

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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.

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Merchant Account

A type of bank account that allows a business to accept credit card payments. serviceminder|pay essentially creates a merchant account for you under the hood, which is why you go through an application. The merchant account is where funds from sales are held briefly before being deposited to your business bank account. Traditional merchant accounts were separate from software, but with serviceminder|pay its integrated into serviceminder, making setup and management easier.

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.

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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.

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Payment Gateway

The technology that captures and transfers payment data from the point of sale (like serviceminder’s payment form) to the payment processor. In the past, you might have used gateways like Authorize.net or others. serviceminder|pay is built-in, so you don’t have to set up an external gateway – serviceminder acts as the gateway, securely sending transactions to the processor. This reduces points of failure and simplifies support.

PCI DSS

Payment Card Industry Data Security Standard- A set of security standards all businesses that handle credit cards must follow. Being PCI compliantmeans serviceminder|pay meets strict requirements for protecting card data (firewalls, encryption, regular security scans, etc.). This reduces the risk of data breaches. With serviceminder|pay, you automatically benefit from our PCI compliance – there’s no separate PCI certification fee or questionnaire for you to fill out.

Plaid

The bank account linking tool used to remove the need for manual data entry of banking information, and allow secure checks to ensure ACH transactions have reduced returns and are NACHA compliant.

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.

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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.

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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.

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Tokenization

A security technology that replaces sensitive data (like a card number) with a non-sensitive “token” – a randomly generated string of characters. serviceminder|pay and serviceminder use tokenization for stored payment methods. For example, when a customer’s card is saved, the actual card number is stored securely by the processor, and serviceminder only keeps a token. If you switch processors, a token transfer moves these tokens to the new system so the cards don’t need to be re-entered. Tokenization greatly reduces risk because a stolen token is useless without the secure token vault.

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Underwriting

In payments, underwriting is the process of vetting a merchant’s business for risk before allowing them to process payments. This may include credit checks, verifying business details, and ensuring the business type is acceptable. Most serviceminder|pay applications are approved instantly, but if your account is flagged for underwriting it means the processor is doing additional checks. Once you provide any needed info and they approve, you’re good to go. It’s similar to how getting a loan approved works, but much quicker for payment accounts.

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

Glossary

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