New Articles | Page 5 | ServiceMinder

Accepting Payments

Created On: 04/25/2025 in Proposals, Invoices, and Payments 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...
Customizing User Roles

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...
Branding Email Campaigns

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 marketing...
Part Settings: Part Distribution

Created On: 04/17/2025 in Services and Parts Parts and Add-Ons

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...
Using Markdown Scripting

Created On: 03/31/2025 in Marketing and Templates Email Templates

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...
Tracking UTM Campaigns in ServiceMinder

Created On: 03/31/2025 in Marketing and Templates Channels and Campaigns

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 ...
Proposals in the Mobile App

Created On: 03/12/2025 in Mobile App Classic Mobile App

Looking for the new ServiceMinder mobile app? This article covers ServiceMinder Classic . A new ServiceMinder mobile app is now available with updated workflows, navigation, and field tools. Visit The New Mobile App section to learn mo...
Other Handy Integrations

Published On: 03/04/2025 in Operations and Reports 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 lin...
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 Digital Wallets and Scan to Pay Glossary of Terms Guide to Using the Forward Merchant Portal General FAQs Who do I contact for help? ...
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...