Dylan Cohan
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Recent activity by Dylan Cohan-
Tags in Service Minder
Each location can create and delete tags as needed. They are designed to be somewhat temporary and used for creating and acting upon lists. First Option1 - Create a Drip Trigger that triggers on ap...
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Texting and the Appointments Report
Two-way Texting Serviceminder offers an optional module for back-and-forth texting with clients and service agents. Two-way texting is recommended for locations with 300 or more clients. It organiz...
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Drips - Automating Your Business
Drips are the method of setting up a system service to constantly monitor changes to your SM, and perform work based on criteria you set. They are accessed in the lift column or here: https://servi...
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Shortcodes
Shortcodes in SM insert custom information from your account into templates. An advantage of shortcodes is that you can change a piece of information once, i.e., your phone number, in the Control P...
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Users and Service Agents
Users and Service Agents: Users and Service Agents accounts allow access to Serviceminder and its roles. Users Users are necessary for anyone who requires access to an SM account. They should be u...
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Managing Credit in SM CRM
Connecting a Credit Card Processor: How can you best manage the credit you extend to your customers in SM CRM, such as bounced credit cards or checks? The best answer is to have you or your office...
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Setting Up Pricing Bands
Setting up Services and Pricing Bands Services are the core of serviceminder.io's scheduling and workflow. Every proposal, invoice and appointment you will create must have a Service associated w...
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The Cost of Serviceminder to Franchisees
ServiceMinder (SM) is a leading, online CRM for managing home services businesses. https://serviceminder.io/Organizations/Upgrade The current cost can be found in your SM instance here: https:/...
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Login and Passwords in ServiceMinder
Each person that has access to ServiceMinder should have their own User account. https://serviceminder.io/Users DO NOT ALLOW MULTIPLE USERS TO SHARE LOGINS. When setting them up, you will need at...
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Appointments in ServiceMinder
Appointments in ServiceMinder In ServiceMinder, an appointment is a schedule to perform a single service and optionally one or more parts or add ons. Appointments should be created in the Proposa...