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Overview This article will review:
Settings and Navigation
Creating and Managing a Project
Tracking and Visualizing Projects
Project Invoicing Options
FAQs
Watch a Project Management and Scheduling Webin...
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Overview The Pulse Report is designed to highlight trends and progress , rather than absolute numbers. It helps answer key questions like:
How am I performing against my goals and forecast?
How are my sales agents performing?
This r...
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Overview
This article outlines key settings that impact every proposal you send to contacts. To control master settings for all proposals, navigate to Control Panel > Proposals .
This article will review:
General...
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Overview The Calendar module is the core tool for managing your schedule. It includes three views: Month, Week, and Day. In all views, you can download the displayed appointments, drag and drop to reschedule, or click to add new appointments.
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serviceminder|pay
Did you know the average franchisee pays around 3.5% in payment processing fees, which can limit growth potential? That’s why we’re offering a solution to help our clients eliminate these high fees— serviceminder|pay . With...
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Overview Brand-level Reports and Downloads can be found within the Dashboard. They each have their own tab at the top of the page. Reports can be viewed and worked with directly in service minder before downloading, whereas Downloads have a fe...
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Overview This article is for Brand Administrators. Actions explained in this article require access to the Dashboard.
This article will review:
Settings and Navigation
Managing Users
Managing Service Agents
Permission ...
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Created On: 01/28/2025
in Operations and Reports Overview Many times you have company vehicles on the roads, but there is no way to track them in service minder . We can track mobile phones utilizing the app, but only if they allow third-party tracking on their phone settings and have the mobile ...
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Overview The Pivot Grid is a dynamic reporting tool in serviceminder that allows you to interactively analyze, filter, and group data. It's especially helpful for identifying trends and comparing key business metrics, such as: Repeat Revenue ...
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Created On: 12/23/2024
in Operations and Reports
Overview The store is an enhanced feature within service minder that allows a brand to purchase and restock products necessary to jobs from one place. It is different than inventory but can work in partnership with inventory to allow a brand a...
