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Last Updated: 08/27/2024
in Getting Started NavigationHow to navigate serviceminder.
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Last Updated: 07/30/2024
in Contact Management
Overview
Tags and Categories allow you to separate your contacts into various groups. Each contact only has one Category, but can be assigned multiple Tags. You can change a contact's tags and categories as needed.
Think of Categorie...
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Overview Imagine being able to organize your workflow visually—moving tasks, prospects, appointments, or proposals through stages just like a sales or project pipeline. That’s the concept behind TaskBoards .
This article will review:
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Overview There are two (2) versions of texting in service minder . INCLUDED : For US and Canadian customers, service minder has always included a texting option for en route notifications. These "en route" texts are a great way to unobtrusive...
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Overview These are settings and descriptions based around communication for appointments with Contacts. These include En Route messages as well as sending confirmations and reminders for booked appointments in text and email formats.
This a...
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Last Updated: 07/12/2024
in Getting Started
Overview Do not share passwords or logins with different people, and please instruct other Users why it is important. Each user should have their own login credentials. This is important for several reasons. First, we log various activities with...
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Overview On the Proposal Details page, there are many actions that you can take. These are listed at the top of the page: Or below the proposal: This article will discuss some of the more common actions. It picks up after you have sent t...
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Overview Scheduling configurations will determine the frequency of appointments you are offering, how appointments display on your calendar, whether or not customers can schedule their own appointments in the contact portal and much more. This ar...
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Overview
The Maps page is simple at first glance, but its many features allow for strategic planning and execution of route schedules by utilizing the power of Geographic Zones (aka GeoZones).
This article will review:
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Overview Most of the settings discussed on this page can be found in Control Panel > Invoices . These settings control how the Invoice is presented, payment requirements, and more. Settings and Navigation You can also find User settings rel...
