Dylan Cohan
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Recent activity by Dylan Cohan-
Backlog in SM
Backlog in SM Backlog in the left menu represents the dollars in scheduled appointments not completed, and the number of scheduled appointments. In Mosquito Squad, we generally create invoices th...
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Campaigns: Channels, Email, and Call-To-Actions in SM
Channels, Email, and Call-to-Actions are marketing features of Service Minder. Channels and Campaigns Overview When you add a contact, you have to select a Channel. Serviceminder provides several g...
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Categories in SM
Mosquito Squad wants everyone using the same Categories, of which each Contact (the highest-level entity type in SM) may only be one of: Current Customer (marked in Categories with the "Customer" ...
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Accounts Receivable in ServiceMinder
Accounts Receivable Management Just like cash, accounts receivable should be managed daily and balanced monthly to your Quickbooks. In the left menu, select Open Invoices. Sort all invoices by cli...
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Routing and the Route Schedule
Daily Routing in ServiceMinder Go to Calendar- Day View Drag and drop service agent to the truck/team they are on for the day. Click Update! In the lower left under Route Solutions click th...
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Contacts in SM
The Contact is the highest-level entity in SM. It is every individual of which SM is aware. Much of the contact information is part of the base SM system. These are fields that SM provides regardle...
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Email and Texting Templates in ServiceMinder
Building efficient templates are crucial for notices to your customers for marketing and notification of services. This article is to provide you with an understanding of the two categories of ema...
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Services, Parts, Add-Ons, and Discounts in ServiceMinder
Services Seasonal and Recurring Models The Service in the Control panel is the prime method or creating invoices in SM. https://serviceminder.io/Services The Help section in SM describes many of ...
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Additional Service Requests
It is important that you track additional service requests in Service Minder for analysis both at the local level and for the brand. One benefit is that we can hold our product vendors accountab...
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Proposal Reminders in Service Minder
Reminders for a Proposal for one Contact. When you create a Proposal for a Contact, it will generate the next reminder based on the current frequency of the reminders from your settings here in Com...