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Overview Service Agents are intended for any person or resource that need to be scheduled. When you schedule an appointment on your calendar, you will choose which Service Agent(s) you need for that appointment. A person who logs in to servicemin...
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Overview Simply put, parts are the different pieces of an appointment. They are what make up the different items or processes that may be involved in a given service. For each appointment, these are what will show up as the individual lines of an i...
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1. Is there a way to cancel the start of an appointment if you accidentally hit start? In the app there's an "Unstart" option, if you go to the appointment. You can also go to the appt in the web view, click Edit, and scroll down to the bottom a...
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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: 11/08/2024
in Operations and Reports API
Overview The service minder open API is designed primarily to support integrations for websites and call centers. Reporting There are three ways to use your data within service minder in outside reporting, analytic tools. API Wareh...
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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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Overview In this section we will walk you through how to create and add a discount and/or markup to your proposal or invoice. Video Tutorial CLICK HERE to watch a video about creating discounts and markups. Create a Discount or Markup You...
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Last Updated: 03/06/2025
in Services and Parts Services
Overview Services are the core of service minder scheduling and workflow. Every appointment, proposal and invoice will have a Service associated with it. The name you give a service is what will show up when you're scheduling, for example, or cr...
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Overview
To set up routing effectively, you'll need to define GeoZones, configure service settings, and build a route schedule. This guide walks you through each step, from creating GeoZones to assigning services and scheduling appointm...
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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...
