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Overview
To set up routing effectively, you'll need to define GeoZones, configure service settings, and build a route schedule. This guide walks you through each step, from creating GeoZones to assigning services and scheduling appointm...
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Published On: 08/12/2024
in Services and Parts Services
Overview Services are the core of service minder scheduling and workflow. Every appointment, proposal and invoice will have a Service associated with it. The name you give a service is what will show up when you're scheduling, for example, or cr...
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Overview In this section we will walk you through how to create and add a discount and/or markup to your proposal or invoice. Video Tutorial CLICK HERE to watch a video about creating discounts and markups. Create a Discount or Markup You...
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Overview
Email remains one of the most effective, low-cost ways to stay in touch with your customers, boost brand visibility, and generate revenue. While service minder already includes powerful communication tools like appointment confirmatio...
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Overview As a Brand Admin or Onboarding Specialist, you may find yourself sending in the same requests to our service minder Support team but are unsure of what is the best way to frame those requests. This would be things like having our team a...
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Overview When it is time to schedule an appointment on the calendar, there are a few places you can go depending on your workflow. Scheduling appointments can happen on the Appointments Grid, on a Contact Detail Page, directly on an Accepted Prop...
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Overview
Assemblies are groups of Parts referenced by a specially marked Part. They can be used to streamline the proposal building process.
This article will review:
Settings and Navigation
Build an Assembly
A...
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Overview In this article, we walk you through how to investigate payment declines and process refunds. There are two ways to refund: either a payment or a deposit. Payments are on invoices while deposits are on proposals. If you use an external ...
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Overview
Proposals describe what you're offering to do for a prospect or a customer. Every proposal contains a single Service and zero or more Parts/Add Ons . Once you've created a Proposal, you can save it or send it to the contac...
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Overview There are several reports that have to do with Invoices. This article will focus on the top used Invoice reports. Settings and Navigation
Go to Reports in the top menu. Make sure you are on the Reports tab.
Invoice Aud...
