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Overview Deployment refers to the ability for Brand Admins to send out configurable settings from one org to the other. The purpose of this feature is to allow the brand to make decisions about email templates, parts lists, etc., then build and...
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Last Updated: 12/20/2024
in Services and Parts Services Overview In the Invoicing section of a Service ( Control Panel > Services > Edit or Add ) there are two drop downs that control automations for that service: 1. Finish Action 2. Invoicing Mode To understand these two settings let...
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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...
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Overview Once a proposal is accepted, you can no longer edit it. If the customer wants to make changes, you can create a change order. A change order is just like a proposal but it's attached to the original proposal and labeled as a Change Orde...
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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
In our Knowledge Base, you will see other articles that provide more detail about specific reports. This article will show you how to select reports to save in your favorites list.
This article will review:
Setti...
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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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Last Updated: 10/11/2024
in Getting Started Overview If you need to ask a question or encounter an obstacle, you have two options: Go to your Brand Admin Send a Support ticket As a company, service minder is not set up to be full-time phone support. We rely on tickets to record convers...
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Last Updated: 01/17/2025
in Brand Administration
Overview As a franchisor, you need to make sure you are collect the royalties and fees due to you from your franchisees, and that you collect these royalties and fees in accordance with your Franchise Disclosure Document (FDD.) service minder h...
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Last Updated: 11/05/2024
in Getting Started Account Set-Up
Overview
To fill in your general business information, g o to Control Panel > General Settings . This article will review each section of this page.
Please note that only certain User Permissions can access this area of serv...
