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Overview There are two (2) versions of texting in service minder . INCLUDED : For US and Canadian customers, service minder has always included a texting option for en route notifications. These "en route" texts are a great way to unobtrusive...
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Overview The Pipeline report provides a summary of your entire revenue pipeline. You can filter by date range, GeoZone, Service, or Accounting Classes. Main Information The top bar contains the fields for modifying the date range of the repo...
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Overview The Two-way Texting add-on has a built-in auto-responder for common inquiries. By far the most question from customers is a request for information about their next appointment. Video Tutorial For in depth knowledge about Two Way Texti...
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Overview
Everyone who needs to log in to service minder must be set up as a User. Users must have a name and an email address. Any user who will also be going on appointments will need a Service Agent created and connected to their Us...
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Created On: 08/15/2024
in Marketing and Templates Overview Offer codes are a great way to help improve your proposal conversion rates. For prospects who don't initially select your proposal, you can use offer codes to try and entice them to buy. Offer Codes rely on Parts, so you need to have a p...
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Overview
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 service...
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What is A2P 10DLC? This stands for "application to person 10 digit long code" which means businesses using an application (service minder .io) to text via a 10 digit phone number. You must register your business entity and contact information to e...
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Overview Text templates can be created in the Ad Hoc Email editor and used for client communication, either automatically or manually. Settings and Navigation Go to Control Panel > Ad Hoc Email . Navigate to an existing Ad Hoc email that's ...
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Created On: 08/13/2024
in Operations and Reports API
API - Updated Contact Data Using Forms Data may be posted directly to service minder .com to append existing information. For example, if there is a series of custom fields that need to be updated in contacts, this method may be used. The URL th...
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Overview
To set up routing effectively, you'll need to define GeoZones, configure service settings, and build a route schedule. This guide walks you through each step, from creating GeoZones to assigning services and scheduling appointm...
