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Last Updated: 07/19/2024
in Services and Parts Services Overview This article explores the Duration and Pricing section of the Services settings ( Control Panel > Services > Edit or Add ). About Duration and Pricing Settings Please keep in mind that you only need to fill out what has a (*) nex...
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Overview Text templates can be created in the Ad Hoc Email editor and used for client communication, either automatically or manually. Settings and Navigation Go to Control Panel > Ad Hoc Email . Navigate to an existing Ad Hoc email that's ...
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Last Updated: 12/10/2024
in Brand Administration Overview This section contains all of your brand level configuration settings. These settings are covered in detail during the initial onboarding of the brand. Our onboarding team sets these according to the brand decisions, but they can be changed...
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Last Updated: 11/15/2024
in Mobile App Overview While the Mobile App will ALWAYS be an "online" tool - that is, the user needs to have cellular data or wifi available to access all functionality, we have developed some "offline features" which help users on those days where there's not ...
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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...
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Last Updated: 11/11/2024
in Contact Management Overview There are many possible reporting and tracking capabilities for the contacts within your service minder account. There are brand-level reports and there are organizational-level reports. For this article, we will focus on org-level report...
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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 Please note that electronic check works the same way that a paper check does. Once you deposit a check, the bank will not know if those funds are available for several days. Merchant processor s can take different timeframes to process ...
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Overview A Call To Action (CTA) is a common marketing term used to describe what you want the viewer to do. In the case of your proposals, the call to action is to view the proposal. If it's an invoice, then the call to action is to get them to v...
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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...
