Overview
Are you done testing and learning in your serviceminder account and ready to start taking actual bookings and running your business? Here are the things you need to ABSOLUTELY do before going live. Consider this page a general SOP for turning on your organization, but your brand may have a more detailed or preferred SOP for you to follow.
You may want to check with your Brand Admin before doing any of these steps.
This article will review:
Enter Your Billing Info
Depending on how the brand charges for your SM account, the franchisee may need to go to Control Panel > Account and add the franchisee's cc information.
If the brand charges the franchisee directly, then the Brand Admin needs to go into Dashboard > Tools > Organizations > Edit and put Invoice as the Billing Method.
Tax Service or Parts
After you have completed Setting Up Taxes, you need to make sure and either make Parts and/or Services taxable. Due to each state having different tax codes, the brand cannot deploy all of these settings to each organization. The final step in automatically charging taxes for parts and services comes down to the franchisee making the final decisions.
Usually, the serviceminder will help brands do the initial strategy, and we recommend making all parts taxable and having the Service not having that automatic box turned on. That means you may only have to do the work at the Service-level. We recommend checking with your Brand Admin if you are unsure.
Go to Control Panel > Services or Control Panel > Parts.
Click edit next to the Service or Part, then scroll till you see the Pricing/Duration section.
Look for the Taxable option, and turn on according to your state's tax mandates.
Turn On Master Communication Setting
Make sure that your notifications for invoices are enabled. In Control Panel > Notifications > Settings tab (the first page and the top checkbox.
This is the official "Go Live" box to check when you're ready to start invoicing customers.
Also on the Notifications section, you should go to the Turn On/Off Notifications tab. These will all be defaulted off, so you need to turn on what you want Users, Contacts, and Service Agents to receive.
Learn more about Create a User: Notifications.
FAQs
Should I be seeing all of our territory Postal Codes and mapping them? I only see 2 of them but I should have way more.
This will update as invoices are created for additional areas. Right now, you may not have contacts in all territories within your serviceminder contact list. It will only show zips, cities, etc. of existing contacts.
