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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 t...
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Overview This article outlines how to manage invoice behavior in service minder , including default settings, user permissions, approval workflows, payment configurations, and invoice terms. Whether you're looking to automate approvals, control p...
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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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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 ...
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Overview Parts are the building blocks of an appointment. They represent the items, materials, or processes involved in a given service. On invoices, each part appears as a separate line item. Since every company defines and uses parts differentl...
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Overview
While QuickBooks Online offers only a few configuration options for syncing with ServiceMinder, proper setup is essential. A well-configured connection prevents sync errors, reduces cleanup work, and ensures your financial data rem...
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Overview
Automated emails are sent by service minder when certain events happen, such as an appointment is scheduled or completed. By default, each organization has the exact same versions of these emails. However, a brand may choose to ed...
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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 op...
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Overview The Pulse Report is designed to highlight trends and progress , rather than absolute numbers. It helps answer key questions like:
How am I performing against my goals and forecast?
How are my sales agents performing?
This r...
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Last Updated: 10/02/2025
in Services and Parts Services
Overview Services are the top level element that controls scheduling, pricing, and invoicing. To find these settings you can go to Control Panel > Services where you can edit or add a service. Each service in service minder has a Sche...
