New Articles

  1. Lead Generation

    Angi Angi (formerly Angie's List) is a very popular service that consumers use to find service providers. When they narrow down what they are looking for, their information is then shared with service providers. If you choose to buy the lead, Angie...
  2. Integrations

    Angi Angi (formerly Angie's List) is a very popular service that consumers use to find service providers. When they narrow down what they are looking for, their information is then shared with service providers. If you choose to buy the lead, Ang...
  3. Email Delivery

    Overview Successful email delivery depends on a combination of technical setup, content quality, and user engagement. This article covers how service minder handles email delivery using industry best practices, explains how to interpret ...
  4. Donation Parts (REVIEW WITH LEAH)

    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 Activ...
  5. National Accounts

    Overview Our built-in National Account functionality allows you to create a “national account” organization that serves as a master, parent-level organization for tracking contacts across franchisee organizations. When this functio...
  6. Team and Payroll Reports

    Overview These reports cover everything from commissions, hours worked, and tips earned to mileage tracking, inventory usage, and sales activity. Together, they give business owners and managers the insights needed to ensure accurate payrol...
  7. Create Ad-Hoc Email Templates

    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...
  8. Email Editor Tips

    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...
  9. App Navigation

    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" ...
  10. Feedback & Issues

    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...