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 servicemin...
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 interact...
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:
Manual...
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 (all ...
Team and Payroll Reports
Commissions Report The Commissions Report provides a detailed breakdown of commissions earned by sales or service agents based on performance. It enables organizations to ensure timely and accurate payments while gaining visibility into revenue...