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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 These are the most frequently asked questions about Proposals within service minder . 1. What is the difference between "Won" and "Accepted" proposals? Accepted : Shows only proposals currently in the “Accepted” status in the ...
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Last Updated: 10/23/2025
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 w...
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Overview Discounts and markups allow you to adjust the pricing of items on your proposals or invoices, giving you flexibility to reward customers, account for special circumstances, or adjust for costs. In this section, we’ll guide you step by st...
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Overview
Pricing Bands are used to set up more dynamic pricing elements for Services and Parts . The list of bands are indexed by the quantity to determine the effective price for a given line. In both cases, the quantity entered for t...
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Last Updated: 10/30/2025
in Brand Administration
Overview As a franchisor, you need to ensure that you collect the royalties and fees due from your franchisees in accordance with your Franchise Disclosure Document (FDD). ServiceMinder offers a robust set of settings and configurations to make ...
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Last Updated: 10/29/2025
in Operations and Reports
Overview
Keeping track of company vehicles can be challenging when drivers are constantly on the road. While ServiceMinder can track mobile app users’ locations, this only works if tracking permissions are enabled on their phones and the app ...
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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 (al...
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Last Updated: 10/03/2025
in Services and Parts Services
Overview
This article explores the Duration and Pricing section of the Service settings page ( Control Panel > Services > Edit or Add ).
This article will review:
About Duration and Pricing Settings
Base Price vs....
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Overview The Calendar module is the core tool for managing your schedule. It includes three views: Month, Week, and Day. In all views, you can download the displayed appointments, drag and drop to reschedule, or click to add new appointments. ...
