New Articles

  1. Organization-Level Download API

    Overview The Download API allows individual franchise locations to automate data extraction without requiring setup at the brand level. This means an organization (franchisee) can configure its own API access independently, which is especially usef...
  2. Accepting Payments

    Overview Accepting payments in service minder is streamlined and flexible, supporting a variety of payment methods and gateways to help businesses get paid quickly and efficiently. This article provides a brief overview of how payments are...
  3. Customizing User Roles

    Overview ServiceMinder empowers each brand to manage its own set of user roles, providing granular control over access and permissions. Whether you're onboarding a new team member or adjusting responsibilities as your business evolves, customized...
  4. Branding Email Campaigns

    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...
  5. Part Settings: Part Distribution

    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...
  6. Using Markdown Scripting

    Overview ServiceMinder supports core Markdown syntax for styling content used across the platform — from proposal descriptions to automated emails and ad hoc templates. You can use headings, emphasis, lists, links, images, and more to ensure your c...
  7. Tracking UTM Campaigns in ServiceMinder

    Overview Understanding where your leads come from is essential to measuring marketing effectiveness and optimizing ROI. ServiceMinder supports UTM (Urchin Tracking Module) campaign tracking , enabling you to associate leads and revenue with ...
  8. Proposals in the 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....
  9. Other Handy 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 ...
  10. ServiceMinder|Pay - FAQs and Glossary

    General FAQs Who do I contact for help? Email support@serviceminder.com . One team handles it all. What are the fees and rates for serviceminder|pay? serviceminder|pay uses transparent, flat-rate pricing. Credit card transactions cost ...