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Last Updated: 09/30/2025
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 ...
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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 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 scheduling featur...
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Overview
Did you know the average franchisee pays around 3.5% in payment processing fees, which can limit growth potential? That’s why we’re offering a solution to help our clients eliminate these high fees— serviceminder|pay . With ...
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Overview ServiceMinder offers a robust suite of email and notification options to keep your team and clients informed. Notifications can be sent to internal users, service agents, and external contacts. This guide covers how to configure internal...
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Overview The Time Clock feature in service minder enables organizations to track user work hours by allowing users to clock in and out through the mobile app or desktop interface. This guide outlines how to enable the feature, how users intera...
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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
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...
