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Overview There are several reports that have to do with Invoices. This article will focus on the top used Invoice reports. Settings and Navigation
Go to Reports in the top menu. Make sure you are on the Reports tab.
Invoice Aud...
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1. If the brand builds and launches changes to the taskboard, will all of my cards on the taskboard disappear and be wiped out? It could. Usually, if the taskboard swim lanes don't change that much - all contacts and proposal cards stay where the...
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Overview Triggers are the "When" and Actions are the "What" . So you are telling service minder to look for something to happen and then do set into motion which actions. There are similarities between what you can do for both triggers and ...
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Overview
Drips is an add-on feature available in serviceminder. If you don’t see Drips in your side navigation panel, this feature hasn’t been activated for your account. Please check with your brand administrator before purchasing.
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Created On: 07/30/2024
in Getting Started Navigation
Overview
ServiceMinder has four useful grids that provide crucial information about your business - Contacts, Appointments, Proposals, and Invoices. In order to leverage this information in the most powerful way, we provide built-in an...
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Overview
This article will review:
Settings and Navigation
Standard Permissions
Full List of User Permissions
Permission Groups
FAQs
Settings and Navigation
To access the full list of ...
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Overview There are many different types of emails and notifications that service minder can send out to your users, and service agents. Each of these notifications can be toggled on and off to help you control what kinds of emails people will re...
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Overview Automated emails are sent by service minder when certain events happen, such as an appointment is scheduled or completed. By default, each org has the exact same versions of these emails. However, a brand may choose to edit these to be ...
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Overview Organizations may take advantage of our add-on feature, "Report Subscriptions" to save time and effort on a weekly or monthly basis. This features is available in MarketPlace (or perhaps is already available to an organization by the...
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Created On: 07/29/2024
in Contact Management Overview There are many possible reporting and tracking capabilities for the contacts within your service minder account. There are brand-level reports and there are organizational-level reports. For this article, we will focus on org-level report...
