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Overview The Branding Revenue by Lead Source report helps you measure the effectiveness of your marketing efforts by tracking revenue, proposals, and lead conversion by campaign and channel. Whether you're running campaigns across multiple loca...
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Overview
In our Knowledge Base, you will see other articles that provide more detail about specific reports. This article will show you how to select reports to save in your favorites list.
This article will review:
Setti...
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Overview There are many reports that you can run in service minder . These are three appointment-specific ones for monthly or year-over-year reporting. Appointment Reports Go to Reports > Reports tab to find the following. Appointment ...
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Overview
Ad Hoc Emails are designed to be used when you want to send an email to a contact and be able to have it automatically populate with information about them, or an appointment or a proposal. You can create as many as you like and t...
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Created On: 07/17/2024
in Contact Management
Overview On several grids, you have the ability to download and upload. This is useful for saving or sharing data, but it also allows you to make bulk changes via Excel and then quickly implement those changes into service minder . Downloading ...
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FAQs Why are some customer payments sitting in undeposited funds? This just means they are sitting in a "holding" account in QBO. When those are invoiced the deposit should move over to the invoices as payments and won't be in the undeposited ...
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Overview Many businesses have service agents who will potentially receive a tip from a customer. Make it easy for that customer to leave a tip via service minder payments when they are short on cash!
This article will review:
Manual...
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1. Is there a way to cancel the start of an appointment if you accidentally hit start? In the app there's an "Unstart" option, if you go to the appointment. You can also go to the appt in the web view, click Edit, and scroll down to the bottom a...
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Published On: 07/14/2024
in Contact Management
Overview
Tags and Categories allow you to separate your contacts into various groups. Each contact only has one Category, but can be assigned multiple Tags. You can change a contact's tags and categories as needed.
Think of Categorie...
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Overview service minder Drips allows you to hook into all sorts of events in real time. Drips is the heart of service minder automation and integration capabilities. You can build sophisticated automations and integrations. If you really want t...
