Parts and Add-Ons

Overview Parts are the building blocks of an appointment. They represent the items, materials, or processes involved in a given service. On invoices, each part appears as a separate line item. Since every company defines and uses parts differentl...

Overview Part Categories and Sub Categories are essential tools for organizing and managing large inventories within service minder . By grouping parts into logical categories and subcategories, users can streamline part selection, impr...

Overview If your business uses gift cards or gift certificates you can manage them in service minder by creating a Part to represent the value. Think of it as a stand-in for the gift card, similar to how you might handle a credit memo. ...

Overview Part Assemblies allow you to group multiple parts together under a single, specially marked “assembly” part. This makes it easier to build proposals, since adding one assembly automatically includes all of its component parts. Assemblies...

Overview You can either Add a new part or Edit an existing part. You will see the part settings page. Parts build Proposals and they are included under Services . Parts are the building blocks and override settings at the Service ...

Overview Part Distribution  refers to the functionality within service minder to automatically or manually attach parts (aka items) that are necessary for an appointment.  You can utilize Part Distribution for either Recurring or...

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 t...

Overview Asset Management (formerly known as Per Diem Pricing) can be used to keep track of your valuable equipment as it moves from job to job. This article will review: Settings and Navigation Adding Individual Assets ...

Overview If you need to make sure your trucks always carry at least "100 widgets" at all times, ServiceMinder’s Inventory Tracking can help. While it doesn’t provide detailed accounting-style tracking (such as FIFO or LIFO), its purpose is to let...