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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 Order ...
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Overview Checklists show up on the My Schedule page when a User first logs into the web. This compliments having checklists presented on the home menu page in the app. Checklists are listed on the associated user's details page in a new tab (all ...
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Overview Depending on the organization's workflow/processes, and what type of appointment is scheduled (i.e. Sales vs. Service,) running an appointment on the mobile app can vary greatly. In this section, we're going to explain the "basics" of ap...
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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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Overview
Ad Hoc Emails are designed to be used when you want to send an email to a contact and be able to have it automatically populate with information about them, or an appointment or a proposal. You can create as many as you like and t...
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Overview There are not many settings attached to QuickBooks Online; however, we receive many questions about it. It is incredibly important to set up your QBO sync to service minder in the right way for your business and your accounting. It will...
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Last Updated: 11/04/2024
in Getting Started Navigation
Overview
ServiceMinder has four useful grids that provide crucial information about your business - Contacts, Appointments, Proposals, and Invoices. In order to leverage this information in the most powerful way, we provide built-in an...
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Overview Proposal Options gives you the ability to group detail lines together to give the contact options they can select. Detail Lines are grouped together with the same Option Name. As you add additional lines, you can start typing an option n...
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Last Updated: 08/16/2024
in Operations and Reports
Overview Custom Fields allow an organization or brand to include more unique information fields or identifiers needed for operations. For instance, a popular Custom Field for Contacts, is including if they are Residential or Commercial customer...
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Overview These are the most frequently asked questions about Invoices. 1. Why can’t I merge these two invoices? Yes, these invoices can be merged! You just have to move the payment over first. Merging invoices doesn't move payments, and it resu...
