Service Agents

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 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...
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 ...