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Overview
Assemblies are groups of Parts referenced by a specially marked Part. They can be used to streamline the proposal building process.
This article will review:
Settings and Navigation
Build an Assembly
A...
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Overview You can set up Terms & Conditions as well as Above the Fold text that will appear on the web view of your proposals. This allows you to customize your messaging as well as supply pertinent terms for the customers' approval. These fi...
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Last Updated: 07/30/2024
in Contact Management
Overview
Tags and Categories allow you to separate your contacts into various groups. Each contact only has one Category, but can be assigned multiple Tags. You can change a contact's tags and categories as needed.
Think of Categorie...
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Last Updated: 07/29/2024
in Getting Started Account Set-Up
Overview
Are you done testing and learning in your service minder account and ready to start taking actual bookings and running your business? Here are the things you need to ABSOLUTELY do before going live. Consider this page a genera...
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Overview Parts can be organized in Categories and Sub Categories . This is a great way to organize large part lists into more manageable buckets. If you are a home remodeler, you can have Kitchen Cabinet as a Category then organize Sub Categorie...
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Overview A Call To Action (CTA) is a common marketing term used to describe what you want the viewer to do. In the case of your proposals, the call to action is to view the proposal. If it's an invoice, then the call to action is to get them to v...
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Overview You can either Add a new part or Edit an existing part. You will see the part settings page. Parts build Proposals and they are included under Services . Parts are the building blocks and override settings at the Service ...
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Overview Proposal Options gives you the ability to group detail lines together to give the contact options they can select. Detail Lines are grouped together with the same Option Name. As you add additional lines, you can start typing an option n...
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Overview Credit Memos and W rite Offs are similar in that they are both invoices with a negative balance that can be used to pay off a contact's remaining balance. The difference is that a credit memo is a credit that the contact can use to t...
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Overview If you use gift cards or gift certificates as part of your business, you can adapt this practice by creating a Part to stand in place of the gift. This can work like a Credit Memo . We also suggest using notes on the Proposal and the Co...
