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Last Updated: 12/12/2024
in Contact Management Overview By default, all templates that service minder builds on your behalf will include the Unsubscribe button. This is mandatory for all email communications to adhere to legal requirements. 1. Does the “Do Not Email” checkbox, include both...
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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 the lin...
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Overview When you want to make sure your trucks all have at least 100 widgets, service minder can help with Inventory Tracking. service minder does not provide detailed inventory tracking (as with your accounting system - FIFO, LIFO.) The poi...
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Last Updated: 08/09/2024
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 > Edit the service. Or you can Add a new service. Scheduling Mode Located in the...
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Last Updated: 01/02/2025
in Brand Administration Overview Dispatch is our "call center" module, meant for internal call centers. It can be used for globally searching contacts within the brand as well as scheduling appointments and more. There is also a Dispatch Queue for following up on propo...
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Overview There are 3 primary methods to track user's time several different ways to support different pay models.
Traditional clock-in/clock-out times
First appointment start time to last appointment finish time
Total appointment dur...
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Overview The End of Month/Week report is designed to calculate royalties and fees. This report gives the franchisor an aggregated view of the brand, but it also eliminates the "surprise" on a franchisee's side of what royalties are due. A brand...
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Overview Within service minder , we refer to the Organization as an account under the Brand . An organization is operated by the franchisee and the Brand is operated by the franchisor. Another way to think of it is each org is a location. One ...
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Overview This page discusses built-in reporting specifically for proposals. If these reports do not include the information for strategic initiatives for specific KPIs, we do offer ways of exporting data outside of service minder to data analysis ...
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FAQs Why are some customer payments sitting in undeposited funds? This just means they are sitting in a "holding" account in QBO. When those are invoiced the deposit should move over to the invoices as payments and won't be in the undeposited ...
