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Created On: 12/23/2024
in Getting Started Overview We provide free, unlimited email support. Just send us your question to support@serviceminder.com. You can also click on the Got A Question? tab and type in a summary and question that way also. Depending on your account, the Got A Que...
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Created On: 12/23/2024
in Operations and Reports If you manage multiple service minder organizations, you may want a way to cross market to contacts in one organization about services offered by another organization. While it's certainly possible to take all of your contacts in one organization a...
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Overview service minder supports templating for email messages, text and voice messages and printed documents. The composition languages for each are different, but the underlying personalization and customization features are identical. Whethe...
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Overview service minder .io employs XML for mocking up automated and ad hoc Print Templates . The set of available tags is limited, yet allow for a large amount of flexibility with the right approach. Introduction to XML XML models content af...
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Created On: 12/23/2024
in Operations and Reports Overview For a full list of properties accessible via DotLiquid, please visit: https://serviceminder.io/support/dotliquid Appointment Example Print {% comment %}Create table of full width, centered relative to the page.{% endcomment %}
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Created On: 12/23/2024
in Marketing and Templates
Overview Ad Hoc Forms are customizable and able to be viewed or printed by customers. Settings and Navigation To access Ad Hoc Forms, go to Control Panel > Ad Hoc Forms . Setup Ad Hoc Forms Create a Name and Title for the form not forget...
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Overview The At a Glance report is a tool designed for business owners to quickly review daily activities and summaries within their organization. It provides a daily review of what is happening, including summaries and a quick overview of the da...
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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...
