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Overview Asset Management (formerly known as Per Diem Pricing) can be used to keep track of your valuable equipment as it moves from job to job. This article will review: Settings and Navigation Adding Individual Assets Asset Tracking on Prop...
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Overview Scheduling configurations will determine the frequency of appointments you are offering, how appointments display on your calendar, whether or not customers can schedule their own appointments in the contact portal and much more. This ar...
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Last Updated: 10/28/2024
in Mobile App
Overview Mobile App users may view CompanyCam (one of our 3rd party integrations) videos saved to a Contact. Once a CompanyCam video is stored to a contact's details, that video is accessible in service minder , both on the Web App, and now, ...
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Overview Please note that electronic check works the same way that a paper check does. Once you deposit a check, the bank will not know if those funds are available for several days. Merchant processor s can take different timeframes to process ...
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Last Updated: 10/24/2024
in Operations and Reports
Overview This feature is all about providing customer care, creating a premium customer experience, and managing issues all in one place - so nothing and nobody "falls through the cracks." Feedback & Issue Management is an add-on feature. To pu...
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Last Updated: 10/23/2024
in Contact Management
Overview On several grids, you have the ability to download and upload. This is useful for saving or sharing data, but it also allows you to make bulk changes via Excel and then quickly implement those changes into service minder . Downloading ...
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Overview Invoice Terms are flexible. An organization will need to set their "default" terms in Control Panel>Invoices. But, a user is also able to create several different Terms so, for instance, a specific Contact may have different due date ter...
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Last Updated: 10/15/2024
in Contact Management
Overview Research Links can be used to gather information about a contact's property and location. You customize these links to connect with websites that will provide the most relevant details for your business. This article will review: Set...
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Last Updated: 10/11/2024
in Getting Started Overview If you need to ask a question or encounter an obstacle, you have two options: Go to your Brand Admin Send a Support ticket As a company, service minder is not set up to be full-time phone support. We rely on tickets to record convers...
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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 servicemin...
