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Overview
Route Optimization and Fleet Routing are both add-on services. If you have not purchased them as part of your service minder subscription, then you will not be able to use these features. You can purchase them by going to Marketpl...
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Overview Services are the core of service minder scheduling system. They define how things are scheduled, workflow options as well as recurring or subscription appointment options. This article will review:
Settings and Navigati...
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Overview To set up a webhook so you can send leads from Zapier to service minder , first create an API key ( Control Panel > API Keys ). Be sure to set how you want to handle duplicates. You can set a default channel/campaign for the API key but ...
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Overview Once a proposal is accepted, it becomes locked and cannot be edited. If the customer wishes to make changes, you will need to create a change order. A change order acts like a proposal but is attached to the original proposal and labeled...
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Birdeye Collect reviews, convert leads, run surveys, text customers - all in one place. As soon as an appointment is completed or a customer is invoiced, we'll automatically send their info over to Birdeye. They'll take everything from there. W...
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Overview This article outlines key settings that impact every proposal you send to contacts. To control master settings for all proposals, navigate to Control Panel > Proposals .
This article will review:
General Settings
R...
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Overview If you have a payment processor connected in your service minder account, you can take deposits on your proposals and appointments.
This article will review:
Settings and Navigation
Where Do Deposits Go?
Movin...
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Overview Drips is an add-on feature available in serviceminder. If you don’t see Drips in your side navigation panel, this feature hasn’t been activated for your account. Please check with your brand administrator before purchasing. Drips co...
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Overview Templates are a time-saving way to generate Proposals and Projects for common services. Instead of manually copying a Proposal and reassigning it to a new customer, using a Template is faster and reduces errors.
Proposal Tem...
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Overview Triggers are the "When" and Actions are the "What" . So you are telling service minder to look for something to happen and then do set into motion which actions. There are similarities between what you can do for both triggers and ...
