Parts and Add-Ons

Overview Simply put, parts are the different pieces of an appointment. They are what make up the different items or processes that may be involved in a given service. For each appointment, these are what will show up as the individual lines of an i...

Overview Parts can be organized in Categories and Sub Categories . This is a great way to organize large part lists into more manageable buckets. If you are a home remodeler, you can have Kitchen Cabinet as a Category then organize Sub Categorie...

Overview If you use gift cards or gift certificates as part of your business, you can adapt this practice by creating a Part to stand in place of the gift. This can work like a Credit Memo . We also suggest using notes on the Proposal and the Co...

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...

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 Subscription...

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 the lin...

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 Asset Tracking on Prop...

Overview When you want to make sure your trucks all have at least 100 widgets, service minder can help with Inventory Tracking. service minder does not  provide detailed inventory tracking (as with your accounting system - FIFO, LIFO.) The poi...