New Articles | ServiceMinder

Branding Email Campaigns

Created On: 04/22/2025 in Brand Administration

Overview Branding Email Campaigns are crucial for maintaining consistent communication with your customers, promoting new products or services, and driving engagement. It helps in building brand loyalty and can significantly impact your marketing...
Part Settings: Part Distribution

Created On: 04/17/2025 in Services and Parts Parts and Add-Ons

Overview Part Distribution refers to the functionality within service minder to automatically or manually attach parts (aka items) that are necessary for an appointment. You can utilize Part Distribution for either Recurring or Subscription...
Proposals in the Mobile App

Created On: 03/12/2025 in Mobile App

Overview 1. Find the Contact From the home screen , use the search bar to find the customer.Type their name and press Return or tap the blue magnifying glass icon.Select the contact’s name to open their Contact Details page. 2. ...
Other Handy Integrations

Published On: 03/04/2025 in Operations and Reports Integrations

AirAdvice AirAdvice enables contractors to quantify indoor air quality (IAQ) health, comfort, and safety issues in the home, and present equipment solutions to homeowners. With our integration, appointments in your serviceminder account can link ...
Chargeback FAQs - SM Pay

Created On: 02/27/2025 in Proposals, Invoices, and Payments Payments

What is a chargeback? When a customer is reimbursed for a debit or credit card charge after successfully disputing it with their bank, rather than the business that charged them. Who initiates the chargeback? The chargeback proces...
Pulse Report

Published On: 02/24/2025 in Operations and Reports Reports

Overview The Pulse Report is designed to highlight trends and progress , rather than absolute numbers. It helps answer key questions like: How am I performing against my goals and forecast? How are my sales agents performing? This rep...
Project Based Workflow

Created On: 02/25/2025 in Calendar, Maps, and Scheduling Scheduling

Overview This article will review: Settings and Navigation Creating and Managing a Project Tracking and Visualizing Projects Project Invoicing Options FAQs Watch a Project Management and Schedu...
About Proposals Settings

Published On: 02/20/2025 in Proposals, Invoices, and Payments Proposals

Overview This article outlines key settings that impact every proposal you send to contacts. To control master settings for all proposals, navigate to Control Panel > Proposals . This article will review: General S...
Calendar

Published On: 02/18/2025 in Calendar, Maps, and Scheduling Calendar

Overview The Calendar module is the core tool for managing your schedule. It includes three views: Month, Week, and Day. In all views, you can download the displayed appointments, drag and drop to reschedule, or click to add new appointments. ...
Payment Processors and Financing

Created On: 02/13/2025 in Operations and Reports Integrations

serviceminder|pay Did you know the average franchisee pays around 3.5% in payment processing fees, which can limit growth potential? That’s why we’re offering a solution to help our clients eliminate these high fees— serviceminder|pay . With...