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Overview On a Proposal/Project you have the ability to track your costs, and therefore your profit Margins, by recording your Materials, Labor, and Other expenses. It's critical for a business to measure its job profitability. Gross ...
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RingCentral With RingCentral, you can view recent and historic call volume from the new Call Center and use the incoming call notifications to bring up customer records with a click or start adding a new contact with the phone number already fill...
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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.
This article will review:
Invoice Audit Report
Invoice Details Report
Invoice R...
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Last Updated: 08/09/2024
in Services and Parts Services
Overview Services are the top level element that controls scheduling, pricing, and invoicing. To find these settings you can go to Control Panel > Services > Edit the service. Or you can Add a new service. Scheduling Mode Located in the...
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Overview This article is for Brand Administrators. Actions explained in this article require access to the Dashboard.
This article will review:
Settings and Navigation
Managing Users
Managing Service Agents
Permission ...
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Overview You can set up Terms & Conditions for your proposals as well as Above the Fold text for both proposals and invoices. This allows you to customize your messaging as well as supply pertinent terms for the customers' approval. These fiel...
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Overview Automated emails are sent by service minder when certain events happen, such as an appointment is scheduled or completed. By default, each org has the exact same versions of these emails. However, a brand may choose to edit these to be ...
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Last Updated: 01/02/2025
in Marketing and Templates Overview Offer codes are a great way to help improve your proposal conversion rates. For prospects who don't initially select your proposal, you can use offer codes to try and entice them to buy. Offer Codes rely on Parts, so you need to have a p...
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Last Updated: 05/15/2025
in Mobile App
Overview This section will help you get the most out of your mobile app use "out of the gate." Our Mobile App is tied to the service minder Web App, and uses that database, so out in the field, you must have connectivity (cellular data or wifi) ...
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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...
