Dylan Cohan
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Recent activity by Dylan Cohan-
Photo Completion
Serviceminder allows a user to capture a photo of an appointment in the mobile application and then attach it to an email. Note that SM may capture three types of photographs: Contact, Proposal, an...
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Sales FAQ for Mosquito Squad
Frequently Asked Questions – Sales Script Phone Calls INTERNAL USE ONLY To search specific topics, click CONTROL “F” Key Links…. Active Ingredient - Backyard only - Bees - Fruit trees...
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Identifying First Time Ever Customers and Returning Customers in Service Minder
Set-up The following steps will allow you to set up your Service Minder to easily identify new customers each year and returning customers each year. Create a Tag like ‘New-Customer’ Create a new ...
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QuickBooks Automation and Standardization
Want to learn more about QuickBooks? Check out this playlist of tutorial videos offered by QuickBooks: https://www.youtube.com/c/quickbooks/playlists Quickbooks Online (QBO) Standardization Int...
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Sales Tax Calculations
How Is Tax Calculated? Whether tax is applied or not to a proposal/invoice is determined at two different levels. Both Services and Parts/Add-ons have Taxable settings. Tax will be calculated for a...
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MSQ Corporate and Authority Brands Contact List and Directory
Utilize the Mosquito Squad Help Desk when you're unsure of where a question should go: helpdesk@mosquitosquad.co Operations Your first step for IT / ServiceMinder questions should be the Mosquito S...
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Notifications in Serviceminder
Notifications are highly configurable in Service Minder. This article explains how notifications work and some of the configuration options. Notifications for purposes of this article come in two...
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Change of Contacts' Information
At first glance, changes in contact information appear simple, but there are several best practices in a regulated industry like Pest Control. Error Correction Any correction to contact information...
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Membership in Service Minder
Membership in Service Minder is a method of sharing resources, including contacts, between two or more Service Minder organizations. Users Due to security issues, to share a User between two organ...
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Marketing Budget in Service Minder
Adding your Marketing Budget Serviceminder's reporting features are robust; however, reports like the "Revenue by Lead Source" report only show the full ROI if you have entered your marketing expen...