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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...
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Overview Organizations may take advantage of our add-on feature, "Report Subscriptions" to save time and effort on a weekly or monthly basis. This features is available in MarketPlace (or perhaps is already available to an organization by the...
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Last Updated: 12/23/2024
in Mobile App
Overview Installing our service minder Mobile App is easy with iOS or Android. Simply go to the App Store or Google Play and search "serviceminder." The app officially supports the most current and previous major operating systems. As of Decemb...
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Overview Just as with a proposal on the web, Ad Hoc forms can be attached to proposals in the mobile app. It's a bit different than on the web, so read on! Navigation A Mobile App user may attach Ad Hoc Forms via the mobile app, while out in ...
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Last Updated: 12/20/2024
in Services and Parts Services Overview In the Invoicing section of a Service ( Control Panel > Services > Edit or Add ) there are two drop downs that control automations for that service: 1. Finish Action 2. Invoicing Mode To understand these two settings let...
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Overview Accounting classes are ways that include royalties with owned territories for a more comprehensive end of period reporting. Usually, the service minder team sets this up for the brand during onboarding. If you have a new franchisee onbo...
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Last Updated: 12/12/2024
in Contact Management Overview By default, all templates that service minder builds on your behalf will include the Unsubscribe button. This is mandatory for all email communications to adhere to legal requirements. 1. Does the “Do Not Email” checkbox, include both...
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Last Updated: 12/10/2024
in Brand Administration Overview This section contains all of your brand level configuration settings. These settings are covered in detail during the initial onboarding of the brand. Our onboarding team sets these according to the brand decisions, but they can be changed...
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Last Updated: 12/04/2024
in Webinars How to create formulas
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Last Updated: 12/04/2024
in Webinars
Overview The Job Costing/Margins section of Proposals has been recently updated to make the entire process easier. On this webinar, one may see the new functionality, see the reports involved and hear questions and answers from the group. Vi...
