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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 se...
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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...
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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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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...
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Overview
Depending on the organization's workflow/processes, and what type of appointment is scheduled (i.e. Sales vs. Service,) running an appointment on the mobile app can vary greatly. In this section, we're going to explain the "basics" o...
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Last Updated: 09/08/2025
in Operations and Reports
Angi Angi (formerly Angie's List) is a very popular service that consumers use to find service providers. When they narrow down what they are looking for, their information is then shared with service providers. If you choose to buy the lead, Ang...
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Birdeye Collect reviews, convert leads, run surveys, text customers - all in one place. As soon as an appointment is completed or a customer is invoiced, we'll automatically send their info over to Birdeye. They'll take everything from there. W...
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Overview Recurring Appointments is a scheduling option which allows you to create appointments that are set to occur on a regular basis. If you need to revisit a customer every two weeks on Wednesday at 9:00 am, this would be the way to do it. ...
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Overview Teams are a way of grouping individual service agents together if you have multiple agents that work appointments. The simplest way of doing it is creating a "vehicle/truck" within service minder then placing agents into that truck. Y...
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Overview This article provides a comprehensive overview of appointment scheduling in ServiceMinder. It includes available scheduling styles, configuration settings, notifications, and troubleshooting tips. Whether you’re an office admin, sales ...
