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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 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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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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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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Last Updated: 06/02/2025
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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Last Updated: 07/29/2024
in Getting Started Account Set-Up
Overview
Are you done testing and learning in your service minder account and ready to start taking actual bookings and running your business? Here are the things you need to ABSOLUTELY do before going live. Consider this page a genera...
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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...
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Overview Credit Memos and W rite Offs are similar in that they are both invoices with a negative balance that can be used to pay off a contact's remaining balance. The difference is that a credit memo is a credit that the contact can use to t...
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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: 05/07/2025
in Operations and Reports API Overview As with all things in service minder , there are settings controlled by the organization and higher levels of control at the brand-level. The distinction between organization (franchisee) and brand (franchisor) allows for separation of wha...
