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ServiceMinder|Pay - FAQs and Glossary

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

This article will review: General FAQs Chargeback FAQs Glossary of Terms Guide to Using the Forward Merchant Portal General FAQs Who do I contact for help? Email support@serviceminder.com . One team han...
Pulse Report

Published On: 02/24/2025 in Operations and Reports Organization 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 r...
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 Sched...
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 Settings R...
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. ...
Payments 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 se...
Brand Level Reports and Downloads

Published On: 02/09/2025 in Brand Administration Brand Reports

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...
Managing Users and Service Agents in Organizations

Created On: 01/31/2025 in Brand Administration Managing Organizations

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 Permission ...
Vehicle Tracking

Created On: 01/28/2025 in Operations and Reports

Overview Keeping track of company vehicles can be challenging when drivers are constantly on the road. While ServiceMinder can track mobile app users’ locations, this only works if tracking permissions are enabled on their phones and the app ...
Pivot Grids

Created On: 12/23/2024 in Operations and Reports Organization Reports

Overview The Pivot Grid is a dynamic reporting tool in serviceminder that allows you to interactively analyze, filter, and group data. It's especially helpful for identifying trends and comparing key business metrics, such as: Repeat Revenue v...