Dylan Cohan
- Total activity 81
- Last activity
- Member since
- Following 0 users
- Followed by 0 users
- Votes 2
- Subscriptions 8
Articles
Recent activity by Dylan Cohan-
Voids, Write Offs, Adjustments to an Invoice, and Refunds in ServiceMinder
Voids, Write-offs, Adjusts to an Invoice, and Refunds in Service Minder There are times when a customer does not wish to use some or all of the services they have purchases which may include a p...
-
Mapping from SM to QBO
Mapping in Service Minder Mosquito Squad uses Classes/Territories and their mapping to Quickbooks to track sales by Territory, and sales outside of owned Territories. Contacts that fall within an o...
-
Pulse and Reports in Service Minder, QBO, and Tableau
This article is to clarify some of the accounting differences across the platforms that Mosquito Squad uses to track business. Pulse Pulse has been updated with a series of tool tips that discuss...
-
Proposals
Proposal Settings In the Control Panel in ServiceMinder a section labeled Proposal Settings can be found. Herein you can tailor Proposal behavior to meet your organizations needs. Under Payments a...
-
Notes in SM
When you set up a Contact, you have the ability to attach a Custom Field (set up by each location) called Work Applicator Notes. This can be used by you to display anywhere you want by using the {s...
-
Invoices in ServiceMinder
Go to the left menu and click Open Invoices. The balance due should be matched to QBO each month. Remember that SM’s open invoices could be for the entire year, so you will need to look at the QBO...
-
Geozones and Routing in Service Minder
Intro to Geozones: Optimizing Your Geozones: ServiceMinder uses Geozones to assist with finding a routing solution that is close to the best route possible. The secret to developing efficient...
-
Communications
Communicating with customers is both an art and a science. This bulletin will include information about Email, Texting, and Telephone best practices. It is important to remember that communicating ...
-
Mobile App for Tablets and Phones SM
Mobile in SM The native mobile app is available in the Android or iOS store. Make sure the operating system on the device is up-to-date, e.g., the iPhone itself. Service Minder app will generally n...
-
Custom Fields
Custom Fields are SM’s method of extending their base system for specific industries. Mosquito Control requires certain information to be available that is unique to the pest industry. Generally,...