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Overview
Route Optimization rearranges appointments already assigned to a Service Agent or team and updates their suggested start times to create a more efficient route with less drive time between stops.
It works with one Service Ag...
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Last Updated: 08/11/2026
in Contact Management
Overview Contact Settings can be found in the Control Panel.
This article will review:
General Settings
Presentation
Defaults
General Settings
Learn more about Contact Managed By and Contact Ow...
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Overview Scheduling configurations will determine the frequency of appointments you are offering, how appointments display on your calendar, whether or not customers can schedule their own appointments in the contact portal and much more. This ...
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Overview The Maps page is simple at first glance, but its many features allow for strategic planning and execution of route schedules by utilizing the power of Geographic Zones (aka GeoZones).
This article will review:
Settings and...
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Overview Not every service fits neatly into a single price. The cost of cleaning 5 windows is different from cleaning 20. A 900-square-foot home may fall into a different pricing tier than a 3,000-square-foot home. Instead of asking customers to...
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Overview
Not every service needs an exact appointment time the moment a customer books.
For recurring, subscription, and route-based services, your team may need to collect the customer's preferred service date first and determine ...
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Overview
Moving data is sometimes something a Brand Admin can accomplish without the assistance of SM Support. Other times for large transfers of data, you may need to send a support ticket for our database team to assist. They cannot alway...
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Overview The Online Scheduler lets your customers book their own appointments without calling the office. Common services for self-scheduling include estimates, annual maintenance checks, or system inspections.
This article will review:
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Overview
The Contact Portal serves two functions: allowing customers to view their account information and to self-schedule their appointments. You also have the choice to enable the online account feature while disabling online schedulin...
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Last Updated: 07/17/2026
in Brand Administration Overview Branding Email Campaigns are crucial for maintaining consistent communication with your customers, promoting new products or services, and driving engagement. It helps in building brand loyalty and can significantly impact your marketing...
