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Last Updated: 11/24/2025
in Marketing and Templates
Overview
Successful email delivery depends on a combination of technical setup, content quality, and user engagement. This article covers how service minder handles email delivery using industry best practices, explains how to interpret ...
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Overview You can set up Terms & Conditions for your proposals as well as Above the Fold text for both proposals and invoices. This allows you to customize your messaging as well as supply pertinent terms for the customers' approval. These fiel...
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Overview What follows is a working list of all measurable data within Tableau from service minder . AppointmentAdditionalAgent Name Description Appointment Id The Tableau ID of the appointment affiliated with the appointment additio...
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Overview Automatic payments are a convenient way to streamline billing by securely charging a customer's saved payment method on a set schedule or upon completion of a service. This helps businesses get paid faster, reduce manual work, and minimi...
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Overview These are for those pulling data from service minder into Tableau. Proposals Proposal Status Codes 0: Internal 1: Open 2: Accepted 3: Declined 4: Invoiced 5: Scheduled 6: Complete 7: Expired Proposal Status Sample Custom...
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1. Do appointment triggers work on a Contact TaskBoard? Yes, appointment triggers work on a Contact-type TaskBoard. Appointment triggers are best suited for Contact TaskBoards. Triggers like appointment scheduled or appointment comple...
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Overview The Pivot Grid is a dynamic reporting tool in serviceminder that allows you to interactively analyze, filter, and group data. It's especially helpful for identifying trends and comparing key business metrics, such as: Repeat Revenue v...
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Overview The Pipeline report provides a summary of your entire revenue pipeline. You can filter by date range, GeoZone, Service, or Accounting Classes. Main Information The top bar contains the fields for modifying the date range of the repo...
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Overview This page discusses built-in reporting specifically for proposals. If these reports do not include the information for strategic initiatives for specific KPIs, we do offer ways of exporting data outside of service minder to data analysi...
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Overview There are many reports that you can run in service minder . These are appointment-specific ones for monthly or year-over-year reporting. Reports can be found in the navigation menu. If you go to the Reports > Downloads tab , you ...
