ServiceMinder
Table of Contents
Table of Contents
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Glossary
Getting Started
Navigation
Navigation
About Grids
Grid Filtering and Custom Filters
Account Set-Up
Connecting QuickBooks Online
Setting Up Taxes
General Settings
Must Do's For Go Live
IRS EIN Documentation
Saving Reports
Merchant Processing Account Configuration
Users and Service Agents
User Settings
User Permissions
User Notifications
Start Here!
Logging In and Password Security
Sending Support Tickets
Contact Management
Create A Contact
Contact Notifications and the Online Contact Portal
Bulk Download, Upload, and Edit Contacts
Contact Categories, Tags, and Labels
Managing and Merging Contacts
Top 10 Questions: Emailing Contacts
Contact Reporting
Contact Research Links
Calendar, Maps, and Scheduling
Scheduling
About Scheduling
Top 10 Questions: Scheduling
Scheduling Settings
Teams
Appointment Confirmation and En Routes
Recurring Appointments
Scheduling Options Based on Service
Rework an Appointment
The Contact Portal and Self-Scheduling
Capacity and Demand
Appointment Reporting
Project Based Workflow
Service Agents
Service Agents and Subcontractors
Clocking In & Out
Tips and Gratuities
Checklists
Calendar
Create Time Blocks
Calendar Color Blocks
Calendar Sync for Microsoft and Google
Calendar
Maps
Route Optimization and Fleet Routing
Maps and GeoZones
Route Schedules
Services and Parts
Services
About Service Settings
Scheduling Mode
Invoicing Mode
Service Settings: Duration and Pricing
Repeating Chaining Options
Subscription Style Services
Parts and Add-Ons
About Parts
Part Categories
Using Gift Cards and Discounts
Create a Part Assembly
Part Settings
Part Settings: Part Distribution
Pricing Bands
Asset Management
Inventory Tracking
Proposals, Invoices, and Payments
Proposals
Create A Standard Proposal
About Proposals Settings
Accept, View, and Print Proposals
Proposal and Project Templates
Deposits on Proposals
Proposal Options
Proposal Bundling
Proposal Reporting
Change Orders
Terms and Conditions
Tracking Job Cost
Invoices
Create An Invoice
Invoice Settings
Invoice Reporting
Invoice Settings: Terms
Payments
About ACH (eChecks)
Payment Methods, Payment Plans, and Recurring Billing
Credit Memos and Write Offs
Declines and Refunds
Overpayment and Account Statements
Automatic Payments
Finance and Surcharge Fees
Discounts and Markups
ServiceMinder|Pay
Chargeback FAQs - SM Pay
Top 10 Questions: Proposals
Top 10 Questions: Invoices
Mobile App
Running Appointments
Appointments on the Mobile App
Ad Hoc Forms - In the Mobile App
Owners in the Field
Mobile App Installation
Mobile App Settings for Ease in the Field
Basic App Navigation
Staging Channel
Mobile App Offline Features
Videos on the Mobile App
Proposals in the Mobile App
Marketing and Templates
Channels and Campaigns
Channels, Campaigns, and Revenue Forecasting
About Call To Actions
Email Campaigns
Email Templates
Automated Email Templates
Ad Hoc Email Templates
Create Ad-Hoc Email Templates
Email Editor Tips
Email Delivery
Using Offer Codes
Operations and Reports
Quickbooks
QuickBooks Online Best Practices
QuickBooks Online Common Errors
Common QuickBooks Questions
Two-Way Texting
Texting
Texting Autoresponder
Text Templates
Texting Number Registration Requirements
Taskboards and Drips
TaskBoards
Drip Triggers
Drip Campaigns
Full List of Triggers and Actions
Top 10 Questions: Taskboards and Drips
Templates
Integrations
Payment Processors and Financing
Accounting
Answering Services
Lead Generation
Lead Capture Forms
Marketing and Reputation Management
Telephone and Virtual Phone VoIP
CompanyCam
Rallio and Revv
HouseAccount
QuickBooks Desktop
Other Handy Integrations
Zapier
API
Open API
API Key Configuration
API Payload Examples
API - Data Warehouse and Appointments
Appending Contact Data Using Forms
DataSubscriber Download API
DataSubscriber Feed API
Download Paging
Building a Data Warehouse
Lead Distribution
Reports
Pipeline Report
Report Subscriptions
Pulse Report
Tableau and Insights
Tableau Measure Data Descriptions
Tableau Status Codes
Collateral Library and Lightbox
MailDrop
Feedback +Issues
Shortcodes
Custom Fields
Call Center
Markdown
Managing the Store
Vehicle Tracking
Brand Administration
Onboarding
Typical Onboarding Timeline
What We Do vs. What You Do
Franchisee Training Curriculum
Managing Organizations
Create an Organization
Deploy to Organization
Transfer or Close Organization
Support Ticket Templates for Brand Admins
Managing Users and Service Agents in Organizations
Brand Controls
National Accounts
Donation Parts
Lead Distribution and Marketing
Brand Templates Custom Fields
Accounting Classes
Brand Reports
End of Month/Week Reporting
Brand Level Reports and Downloads
Brand Configuration Settings
Royalties and Revenue Categories
Impersonate and Troubleshoot
About Dispatch
Importing Contacts With Json Formatted Fields
Branding Email Campaigns
Webinars
September 2024 Webinar - Figuring Out Formulas
November 2024 Webinar - Job Costing and Margins
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Services and Parts
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Services
Parts and Add-Ons
