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Overview The training process is broken up into a series of webinars. We record each webinar for later reference as well as for training new staff. This is by no means an exhaustive list of what we train for. During the initial phases, we'll iden...
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Overview This is a general timeline of onboarding a new brand within service minder. These are the steps of the process that your brand most likely went through when they first joined service minder. Most likely, a brand will not need to go thr...
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Overview If you use gift cards or gift certificates as part of your business, you can adapt this practice by creating a Part to stand in place of the gift. This can work like a Credit Memo . We also suggest using notes on the Proposal and the Co...
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Created On: 06/25/2024
in Getting Started
Overview Do not share passwords or logins with different people, and please instruct other Users why it is important. Each user should have their own login credentials. This is important for several reasons. First, we log various activities with...
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Overview
To fill in your general business information, g o to Control Panel > General Settings . This article will review each section of this page.
Please note that only certain User Permissions can access this area of serv...
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Overview
If you use QuickBooks Online as your bookkeeping software, you'll be happy to know we have an integration between the two platforms! Once the integration is active, our system can automatically sync relevant contact, invoice, and...
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Overview Setting up sales tax in service minder can be accomplished in four simple steps! Review the process on this page so you can seamlessly apply taxes to your proposals and invoices.
Please confirm with a CPA or your local tax o...
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Overview Templates are a time-saving way to generate Proposals and Projects for common services. Instead of manually copying a Proposal and reassigning it to a new customer, using a Template is faster and reduces errors. Proposal Templa...
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Overview Parts can be organized in Categories and Sub Categories . This is a great way to organize large part lists into more manageable buckets. If you are a home remodeler, you can have Kitchen Cabinet as a Category then organize Sub Categorie...
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Overview You can either Add a new part or Edit an existing part. You will see the part settings page. Parts build Proposals and they are included under Services . Parts are the building blocks and override settings at the Service ...
