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Created On: 06/25/2024
in Services and Parts Services Overview This article explores the Duration and Pricing section of the Services settings ( Control Panel > Services > Edit or Add ). About Duration and Pricing Settings Please keep in mind that you only need to fill out what has a (*) nex...
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Created On: 06/25/2024
in Services and Parts Services Overview In the Invoicing section of a Service ( Control Panel > Services > Edit or Add ) there are two drop downs that control automations for that service: 1. Finish Action 2. Invoicing Mode To understand these two settings let...
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Created On: 06/25/2024
in Services and Parts Services
Overview Services are the top level element that controls scheduling, pricing, and invoicing. To find these settings you can go to Control Panel > Services > Edit the service. Or you can Add a new service. Scheduling Mode Located in the...
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Overview Pricing Bands are used to set up more dynamic pricing elements for Services and Parts . The list of bands are indexed by the quantity to determine the effective price for a given line. In both cases, the quantity entered for the lin...
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Overview Simply put, parts are the different pieces of an appointment. They are what make up the different items or processes that may be involved in a given service. For each appointment, these are what will show up as the individual lines of an i...
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Created On: 06/24/2024
in Contact Management
Overview This page covers additional features around labeling multiple Contacts under a single "controlling" Contact to make it easier for billing and scheduling. Need some extra contact information on your customer? Does one property manager hav...
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Created On: 06/24/2024
in Contact Management Overview By default, all templates that service minder builds on your behalf will include the Unsubscribe button. This is mandatory for all email communications to adhere to legal requirements. 1. Does the “Do Not Email” checkbox, include both...
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Overview These are settings and descriptions based around communication for appointments with Contacts. These include En Route messages as well as sending confirmations and reminders for booked appointments in text and email formats.
This a...
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Overview Scheduling configurations will determine the frequency of appointments you are offering, how appointments display on your calendar, whether or not customers can schedule their own appointments in the contact portal and much more. This ar...
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Overview
It happens. Something doesn't go as expected with a job, and your agents need to go back and make a correction. As a business owner, this can be costly. Tracking rework appointments allows you to keep up with these expenses, bett...
