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Overview The Pipeline report provides a summary of your entire revenue pipeline. You can filter by date range, GeoZone, Service, or Accounting Classes. Main Information The top bar contains the fields for modifying the date range of the repo...
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Overview If you aren't familiar with the visual "wysiwyg" editor common to email and blog platforms, you might feel a little lost when creating or editing your email templates. We've outlined some common questions and tips below so you can make you...
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Overview Our built-in national account functionality allows you to have a “national account” organization, that can be used for contact tracking from the franchisee organizations to a master parent-level organization. When you have this function...
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Overview
Color blocks can be enabled to help you visualize the appointments on your calendar. You may find it helpful to glance at an appointment and tell by the color block which service is being provided or quickly tell how busy a Ser...
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1. If the brand builds and launches changes to the taskboard, will all of my cards on the taskboard disappear and be wiped out? It could. Usually, if the taskboard swim lanes don't change that much - all contacts and proposal cards stay where they ...
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Last Updated: 07/12/2024
in Brand Administration
Overview As a Brand Admin, it may fall to you to help franchisees with their accounts and users. We do not expect you to be knowledge experts in service minder . You can always submit support tickets to get answers to your questions or get assist...
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Overview What follows is a working, comprehensive list of all measurable data within Tableau from service minder . This page is a work-in-progress. AppointmentAdditionalAgent Name Description Appointment Id The Tableau ID of the appo...
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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...
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Overview To set up a webhook so you can send leads from Zapier to service minder , first create an API key ( Control Panel > API Keys ). Be sure to set how you want to handle duplicates. You can set a default channel/campaign for the API key but ...
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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...
