Service agents, subcontractors and creating teams.
Articles
Service Agents and Subcontractors
Overview
Service Agents are intended for any person or resource that need to be scheduled. When you schedule an appointment on your calendar, you will choose which Service Agent(s) you need for that appointment. A person who logs in to ...
Clocking In & Out
Overview The Time Clock feature in service minder enables organizations to track user work hours by allowing users to clock in and out through the mobile app or desktop interface. This guide outlines how to enable the feature, how users intera...
Tips and Gratuities
Overview
Many businesses have service agents who will potentially receive a tip from a customer. Make it easy for that customer to leave a tip via service minder payments when they are short on cash!
This article will review:
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Checklists
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...
Team and Payroll Reports
Overview
These reports cover everything from commissions, hours worked, and tips earned to mileage tracking, inventory usage, and sales activity. Together, they give business owners and managers the insights needed to ensure accurate payrol...