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Overview Templates are a time-saving way to generate Proposals and Projects for common services. Instead of manually copying a Proposal and reassigning it to a new customer, using a Template is faster and reduces errors. Proposal Templa...
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Last Updated: 03/06/2025
in Services and Parts Services
Overview Services are the core of service minder scheduling and workflow. Every appointment, proposal and invoice will have a Service associated with it. The name you give a service is what will show up when you're scheduling, for example, or cr...
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AirAdvice AirAdvice enables contractors to quantify indoor air quality (IAQ) health, comfort, and safety issues in the home, and present equipment solutions to homeowners. With our integration, appointments in your serviceminder account can link ...
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What is a chargeback? When a customer is reimbursed for a debit or credit card charge after successfully disputing it with their bank, rather than the business that charged them. Who initiates the chargeback? The chargeback proces...
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Last Updated: 02/25/2025
in Operations and Reports Reports Overview The Pulse Report is designed to highlight trends and progress , rather than absolute numbers. It helps answer key questions like:
How am I performing against my goals and forecast?
How are my sales agents performing?
This rep...
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Overview
This article will review:
Settings and Navigation
Creating and Managing a Project
Tracking and Visualizing Projects
Project Invoicing Options
FAQs
Watch a Project Management and Schedu...
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Overview In this article, we walk you through how to investigate payment declines and process refunds. There are two ways to refund: either a payment or a deposit. Payments are on invoices while deposits are on proposals. If you use an external ...
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Overview
This article outlines key settings that impact every proposal you send to contacts. To control master settings for all proposals, navigate to Control Panel > Proposals .
This article will review:
General S...
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Overview You can post data directly to service minder .io via HTTP FORM POSTs. This is most often used to set up lead capture forms on your website or on a digital marketing landing page. You can use this method to integrate with landing pages host...
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Overview
Route Optimization and Fleet Routing are both add-on services. If you have not purchased them as part of your service minder subscription, then you will not be able to use these features. You can purchase them by going to ...
