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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...
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Last Updated: 09/11/2024
in Mobile App
Overview This topic is for advanced users or users specifically directed by our support team to use the staging version of the app to help preview features or diagnose issues. The service minder app is composed of two main components. The fir...
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Overview
Note that QuickBooks Desktop support is depriecated. The methods detailed here may or may not work. QuickBooks does not provide any support for importing IIF files into QuickBooks Desktop. If you are using QuickBooks Desktop, we...
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Last Updated: 02/20/2025
in Operations and Reports
Overview The store is an enhanced feature within service minder that allows a brand to purchase and restock products necessary to jobs from one place. It is different than inventory but can work in partnership with inventory to allow a brand a...
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Last Updated: 03/17/2025
in Mobile App
Overview 1. Find the Contact From the home screen , use the search bar to find the customer.Type their name and press Return or tap the blue magnifying glass icon.Select the contact’s name to open their Contact Details page. 2. ...
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Last Updated: 11/08/2024
in Operations and Reports API
Overview The following psuedocode describes a typical approach for implementing paging with our download API. At a high level, this builds a list of downloads that are monitored until they complete. As each download completes, you will get the ma...
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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...
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Overview In Control Panel > General there are several "custom fields" already set up for common items like Google Review links, Facebook links, and more. But sometimes a brand needs to have their own top-level custom fields for organizations. The...
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Call Center API Keys In order to ensure it's linked up correctly, the API key needs to have the Call Center Provider selected in the dropdown menu. For services to be available for booking through an API key, they must be set to self-se...
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Last Updated: 04/24/2025
in Brand Administration Overview Branding Email Campaigns are crucial for maintaining consistent communication with your customers, promoting new products or services, and driving engagement. It helps in building brand loyalty and can significantly impact your marketing...
