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Overview Managing how and when your customers pay is a crucial part of running a smooth operation in serviceminder. This article provides an overview of the different tools available to help you streamline payments, including Payment Methods, Pay...
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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 a...
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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 t...
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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
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Overview If you need to make sure your trucks always carry at least "100 widgets" at all times, ServiceMinder’s Inventory Tracking can help. While it doesn’t provide detailed accounting-style tracking (such as FIFO or LIFO), its purpose is to let...
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Overview
Part Distribution refers to the functionality within service minder to automatically or manually attach parts (aka items) that are necessary for an appointment.
You can utilize Part Distribution for either Recurring or...
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Overview Parts are the building blocks of an appointment. They represent the items, materials, or processes involved in a given service. On invoices, each part appears as a separate line item. Since every company defines and uses parts differentl...
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Overview Part Assemblies allow you to group multiple parts together under a single, specially marked “assembly” part. This makes it easier to build proposals, since adding one assembly automatically includes all of its component parts. Assemblies...
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Overview
Part Categories and Sub Categories are essential tools for organizing and managing large inventories within service minder . By grouping parts into logical categories and subcategories, users can streamline part selection, impr...
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Last Updated: 09/29/2025
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 rev...
