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Created On: 08/29/2024
in Marketing and Templates
Overview Email delivery is always a challenge. Mail providers are doing everything they can to stop your email from getting to their clients and both spammers and legitimate email marketers are doing everything they can to get their email deliver...
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Overview Have a donation campaign you would like to share with your customers? You can set this up at the brand level. Creating Donation Parts Go to Dashboard > Tools > Configuration > A dd – create the donation part If the part is Active ...
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Overview Our built-in national account functionality allows you to have a “national account” organization, that can be used for contact tracking from the franchisee organizations to a master parent-level organization. When you have this function...
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Overview Ad hoc email templates are designed to be used when you want to send an email to a contact and have it automatically populated with information about them, an appointment, a proposal or an invoice. From a Contact or Appointment Detail pa...
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Overview If you aren't familiar with the visual "wysiwyg" editor common to email and blog platforms, you might feel a little lost when creating or editing your email templates. We've outlined some common questions and tips below so you can make you...
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Created On: 08/23/2024
in Mobile App Overview The mobile app was initially designed for agents, in the field, to be able to start, work and finish appointments. Over the years, we've added more "owner in the field" capabilities and access so business owners can "run their business" on...
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Created On: 08/23/2024
in Operations and Reports
Overview This feature is all about providing customer care, creating a premium customer experience, and managing issues all in one place - so nothing and nobody "falls through the cracks." Feedback & Issue Management is an add-on feature. To pu...
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Published On: 08/22/2024
in Services and Parts Services
Overview If you have services that are delivered over a series of appointments, you may have what we call Subscription Style Services Subscription-style services are used for cases where you want to schedule a fixed length service where the appo...
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Created On: 08/21/2024
in Mobile App
Overview This section will help you get the most out of your mobile app use "out of the gate." Our Mobile App is tied to the service minder Web App, and uses that database, so out in the field, you must have connectivity (cellular data or wifi) ...
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Created On: 08/21/2024
in Mobile App
Overview Installing our service minder Mobile App is easy with iOS or Android. Simply go to the App Store or Google Play and search "serviceminder." The app officially supports the most current and previous major operating systems. As of Decemb...
