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Overview Brand-level Reports and Downloads can be found within the Dashboard. They each have their own tab at the top of the page. Reports can be viewed and worked with directly in service minder before downloading, whereas Downloads have a fe...
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Overview This article is for Brand Administrators. Actions explained in this article require access to the Dashboard.
This article will review:
Settings and Navigation
Managing Users
Managing Service Agents
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Created On: 01/28/2025
in Operations and Reports Overview Many times you have company vehicles on the roads, but there is no way to track them in service minder . We can track mobile phones utilizing the app, but only if they allow third-party tracking on their phone settings and have the mobile ...
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Created On: 12/23/2024
in Operations and Reports
Overview The store is an enhanced feature within service minder that allows a brand to purchase and restock products necessary to jobs from one place. It is different than inventory but can work in partnership with inventory to allow a brand a...
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Created On: 12/23/2024
in Operations and Reports
Overview Need to make some edits to your Terms, Above the Fold text, Services, or Parts? Here's a cheat sheet for using markdown to style your text. These are the most common usages you'll find when making edits in service minder , but you can al...
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Created On: 12/20/2024
in Operations and Reports
Overview As part of service minder 's integrations, two VoIP (Voice over Internet Protocol) business phone providers ( RingCentral and OpenPhone ) will show call logging in a section called Call Center . This area will log inbound calls, ou...
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Created On: 12/20/2024
in Operations and Reports Overview MailDrop is a great way to make sure all your customer communications are stored in one place. Sure, you've got them in your sent folder, or stored off somewhere in the cloud. With MailDrop, you can now save them right in service minder . ...
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Created On: 12/20/2024
in Operations and Reports
Overview The Collateral Library is a place to store images and documents in service minder that you might use frequently. Think of it like Google Drive, but within the service minder system. Lightbox is a place to review all photos that h...
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Overview
Note that QuickBooks Desktop support is depriecated. The methods detailed here may or may not work. QuickBooks does not provide any support for importing IIF files into QuickBooks Desktop. If you are using QuickBooks Desktop, we...
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One of the hardest challenges with staying engaged as a brand on social media is generating content. Rallio simplifies social media management by integrating with serviceminder, allowing you to quickly upload and share photos of your work from Li...
