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Overview On the Proposal Details page, there are many actions that you can take. These are listed at the top of the page: Or below the proposal: This article will discuss some of the more common actions. It picks up after you have sent t...
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Overview These are the most frequently asked questions about Proposals within service minder . 1. What is the difference between "Won" and "Accepted" proposals? Accepted in the proposal grid is only proposal in the current status of "Accepted"....
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Last Updated: 01/02/2025
in Marketing and Templates Overview Offer codes are a great way to help improve your proposal conversion rates. For prospects who don't initially select your proposal, you can use offer codes to try and entice them to buy. Offer Codes rely on Parts, so you need to have a p...
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Last Updated: 01/02/2025
in Brand Administration Overview Dispatch is our "call center" module, meant for internal call centers. It can be used for globally searching contacts within the brand as well as scheduling appointments and more. There is also a Dispatch Queue for following up on propo...
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Overview
Note that QuickBooks Desktop support is depriecated. The methods detailed here may or may not work. QuickBooks does not provide any support for importing IIF files into QuickBooks Desktop. If you are using QuickBooks Desktop, we...
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Overview
The Maps page is simple at first glance, but its many features allow for strategic planning and execution of route schedules by utilizing the power of Geographic Zones (aka GeoZones).
This article will review:
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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 Automated emails are sent by service minder when certain events happen, such as an appointment is scheduled or completed. By default, each org has the exact same versions of these emails. However, a brand may choose to edit these to be ...
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Overview This section discusses additional ways of paying multiple invoices for larger commercial clients. However, these are options that are possible to do for residential, single customers as well. Typically, these are only really utilized by ...
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Last Updated: 12/27/2024
in Operations and Reports
Overview Need to make some edits to your Terms, Above the Fold text, Services, or Parts? Here's a cheat sheet for using markdown to style your text. These are the most common usages you'll find when making edits in service minder , but you can al...
