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Created On: 09/03/2024
in Operations and Reports
Angi Angi (formerly Angie's List) is a very popular service that consumers use to find service providers. When they narrow down what they are looking for, their information is then shared with service providers. If you choose to buy the lead, Ang...
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Created On: 08/29/2024
in Marketing and Templates
Overview
Successful email delivery depends on a combination of technical setup, content quality, and user engagement. This article covers how service minder handles email delivery using industry best practices, explains how to interpret bo...
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Overview Have a donation campaign you would like to share with your customers? You can set this up at the brand level. Creating Donation Parts Go to Dashboard > Tools > Configuration > A dd – create the donation part If the part is Activ...
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Overview Our built-in national account functionality allows you to have a “national account” organization, that can be used for contact tracking from the franchisee organizations to a master parent-level organization. When you have this function...
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Overview
These reports cover everything from commissions, hours worked, and tips earned to mileage tracking, inventory usage, and sales activity. Together, they give business owners and managers the insights needed to ensure accurate payrol...
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Overview Ad hoc email templates are designed to be used when you want to send an email to a contact and have it automatically populated with information about them, an appointment, a proposal or an invoice. From a Contact or Appointment Detail pa...
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Overview If you aren't familiar with the visual "wysiwyg" editor common to email and blog platforms, you might feel a little lost when creating or editing your email templates. We've outlined some common questions and tips below so you can make you...
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Created On: 08/23/2024
in Mobile App
Overview The mobile app was initially designed for agents, in the field, to be able to start, work and finish appointments. Over the years, we've added more "owner in the field" capabilities and access so business owners can "run their business" ...
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Created On: 08/23/2024
in Operations and Reports
Overview This feature is all about providing customer care, creating a premium customer experience, and managing issues all in one place - so nothing and nobody "falls through the cracks." Feedback & Issue Management is an add-on feature. To pu...
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Published On: 08/22/2024
in Services and Parts Services
Overview If you have services that are delivered over a series of appointments, you may have what we call Subscription Style Services Subscription-style services are used for cases where you want to schedule a fixed length service where the appo...
