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Last Updated: 03/07/2025
in Operations and Reports
Overview The Collateral Library is a place to store images and documents in service minder that you might use frequently. Think of it like Google Drive, but within the service minder system. Lightbox is a place to review all photos that h...
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Last Updated: 11/08/2024
in Operations and Reports API
Recurring Appointments When it comes to Recurring Appointments , this is an area where the data warehouse is a bit stronger. Due to recurring appointments functionality, the system is constantly making and deleting appointments, so they aren't...
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Overview This section discusses additional ways of paying multiple invoices for larger commercial clients. However, these are options that are possible to do for residential, single customers as well. Typically, these are only really utilized by ...
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Last Updated: 07/22/2024
in Services and Parts Services
Overview
This article explores the Repeating/Chaining Options section of the Services settings ( Control Panel > Services > Edit or Add ).
This article will review:
Recommended Interval
Queue Date ...
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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...
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Last Updated: 09/19/2024
in Brand Administration
Overview Json is a format of data used in servicem inder 's import process. In the standard contact import process, you normally have a CSV file that contains many columns, each representing a piece of information for a single contact. However, t...
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One of the hardest challenges with staying engaged as a brand on social media is generating content. Rallio simplifies social media management by integrating with serviceminder, allowing you to quickly upload and share photos of your work from Li...
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Last Updated: 11/08/2024
in Operations and Reports API
API - Updated Contact Data Using Forms Data may be posted directly to service minder .com to append existing information. For example, if there is a series of custom fields that need to be updated in contacts, this method may be used. The URL th...
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Overview Have a donation campaign you would like to share with your customers? You can set this up at the brand level. Creating Donation Parts Go to Dashboard > Tools > Configuration > A dd – create the donation part If the part is Active ...
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Last Updated: 10/28/2024
in Mobile App
Overview Mobile App users may view CompanyCam (one of our 3rd party integrations) videos saved to a Contact. Once a CompanyCam video is stored to a contact's details, that video is accessible in service minder , both on the Web App, and now, ...
