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Overview
Are you done testing and learning in your service minder 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 genera...
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Overview Most of the settings discussed on this page can be found in Control Panel > Invoices . These settings control how the Invoice is presented, payment requirements, and more. Settings and Navigation You can also find User settings rel...
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Overview These are the most frequently asked questions about Invoices. 1. Why can’t I merge these two invoices? Yes, these invoices can be merged! You just have to move the payment over first. Merging invoices doesn't move payments, and it resu...
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Overview Invoices are the final bill within service minder , and there a couple of ways to create them. How you choose to do it depends on workflow for your business. Invoices push to QBO and pull in any deposits on the associated Proposals. Un...
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Overview Once a proposal is accepted, you can no longer edit it. If the customer wants to make changes, you can create a change order. A change order is just like a proposal but it's attached to the original proposal and labeled as a Change Order ...
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Overview These are the most frequently asked questions about Proposals within service minder . 1. What is the difference between "Won" and "Accepted" proposals? Accepted in the proposal grid is only proposal in the current status of "Accepted"....
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Overview If you have a payment processor connected in your service minder account, you can take deposits on your proposals and appointments.
This article will review:
Settings and Navigation
Where Do Deposits Go?
Moving ...
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Overview On the Proposal Details page, there are many actions that you can take. These are listed at the top of the page: Or below the proposal: This article will discuss some of the more common actions. It picks up after you have sent t...
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Overview Use Proposal Bundling to combine multiple proposals into a single offer for a customer. This is used for scenarios where you want to present a "pick one of" type scenario to the customer. It's also a way to present multiple services to t...
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Overview This page discusses built-in reporting specifically for proposals. If these reports do not include the information for strategic initiatives for specific KPIs, we do offer ways of exporting data outside of service minder to data analysis ...
