Articles
National Accounts
Overview Our built-in national account functionality allows you to have a “national account” organization, that can be used for contact tracking from the franchisee organizations to a master parent-level organization. When you have this function...
Donation Parts
Overview Have a donation campaign you would like to share with your customers? You can set this up at the brand level. Creating Donation Parts Go to Dashboard > Tools > Configuration > A dd – create the donation part If the part is Active ...
Lead Distribution and Marketing
Overview
Your brand may have access to Email Marketing campaigns within service minder . This is considered an add-on feature, so you may not have this brand-wide but individual organizations can purchase this through the MarketPlace within...
Brand Templates Custom Fields
Overview In Control Panel > General there are several "custom fields" already set up for common items like Google Review links, Facebook links, and more. But sometimes a brand needs to have their own top-level custom fields for organizations. The...
Accounting Classes
Overview Accounting classes are ways that include royalties with owned territories for a more comprehensive end of period reporting. Usually, the service minder team sets this up for the brand during onboarding. If you have a new franchisee onbo...