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Open Proposals/Options Report The Open Proposals/Options report provides a summary of all proposals and options that have not been accepted or selected. This report helps track proposals that are still in the decision-making phase and allows fi...
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Created On: 04/30/2025
in Operations and Reports 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 us...
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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...
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Created On: 04/24/2025
in Brand Administration
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...
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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...
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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...
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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...
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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 ...
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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....
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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 ...
