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Created On: 12/23/2024
in Operations and Reports If you manage multiple service minder organizations, you may want a way to cross market to contacts in one organization about services offered by another organization. While it's certainly possible to take all of your contacts in one organization a...
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Overview Print templates in ServiceMinder allow you to control the layout, structure, and content of the PDF documents generated throughout the platform. These templates determine what customers see when you print or share proposals, invoices, appo...
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Overview service minder .io employs XML for mocking up automated and ad hoc Print Templates . The set of available tags is limited, yet allow for a large amount of flexibility with the right approach. Introduction to XML XML models content af...
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Created On: 12/23/2024
in Operations and Reports Overview For a full list of properties accessible via DotLiquid, please visit: https://serviceminder.io/support/dotliquid Appointment Example Print {% comment %}Create table of full width, centered relative to the page.{% endcomment %}
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Created On: 12/23/2024
in Marketing and Templates
Overview
Ad Hoc Forms are customizable, customer-facing documents used to gather signatures. These forms can be added to proposals, appointments, or invoices and are fully viewable and printable by your customers. Because they support shortco...
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Overview The At a Glance report is a tool designed for business owners to quickly review daily activities and summaries within their organization. It provides a daily review of what is happening, including summaries and a quick overview of the da...
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Created On: 12/20/2024
in Operations and Reports
Overview As part of service minder 's integrations, two VoIP (Voice over Internet Protocol) business phone providers ( RingCentral and OpenPhone ) will show call logging in a section called Call Center . This area will log inbound calls, ou...
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Created On: 12/20/2024
in Operations and Reports
Overview MailDrop is a great way to ensure all your customer communications are stored in one place, right inside ServiceMinder . While your emails may already live in your Sent folder or in the cloud, MailDrop makes it easy to automatically sav...
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Created On: 12/20/2024
in Operations and Reports
Overview
The Collateral Library is a place to store images and documents in service minder that you might use frequently. Think of it like Google Drive, but within the service minder system.
Lightbox is a place to review all pho...
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Overview
Note that QuickBooks Desktop support is deprecated. The methods detailed here may or may not work. QuickBooks does not provide any support for importing IIF files into QuickBooks Desktop. If you are using QuickBooks Desktop, w...
