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Overview Pricing Bands are used to set up more dynamic pricing elements for Services and Parts . The list of bands are indexed by the quantity to determine the effective price for a given line. In both cases, the quantity entered for the lin...
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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...
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Last Updated: 09/19/2024
in Brand Administration
Overview Json is a format of data used in servicem inder 's import process. In the standard contact import process, you normally have a CSV file that contains many columns, each representing a piece of information for a single contact. However, t...
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Last Updated: 09/11/2024
in Mobile App
Overview This topic is for advanced users or users specifically directed by our support team to use the staging version of the app to help preview features or diagnose issues. The service minder app is composed of two main components. The fir...
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Overview Simply put, parts are the different pieces of an appointment. They are what make up the different items or processes that may be involved in a given service. For each appointment, these are what will show up as the individual lines of an i...
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Overview In this section we will walk you through how to create and add a discount and/or markup to your proposal or invoice. Video Tutorial CLICK HERE to watch a video about creating discounts and markups. Create a Discount or Markup You...
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Overview As a Brand Admin or Onboarding Specialist, you may find yourself sending in the same requests to our service minder Support team but are unsure of what is the best way to frame those requests. This would be things like having our team a...
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Last Updated: 09/03/2024
in Operations and Reports API
Overview Lead distribution is the process that enables new leads to be distributed directly to the organization that owns the zip/postal code included in the lead data. Within a brand, you will assign with postal codes are owned by each location...
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Overview There are many reports that you can run in service minder . These are three appointment-specific ones for monthly or year-over-year reporting. Appointment Reports Go to Reports > Reports tab to find the following. Appointment ...
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Overview
In addition to tracking a user's regular appointment schedule, one can also create a record of company holidays, vacation time, personal appointments, or any impromptu absence from their regular schedules.
You have two opti...
