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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...
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Overview
Two-Way Texting gives your organization a dedicated business texting number and a full messaging workspace inside ServiceMinder. With this feature, your team can send and receive text messages directly with customers or service...
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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 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 User.
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Created On: 08/15/2024
in Marketing and Templates
Overview
Offer codes are a valuable way to improve proposal conversion rates. When prospects do not initially accept a proposal, you can use an offer code to encourage them to take action.
Offer codes rely on Parts , so you must have ...
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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 servi...
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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 Messaging Templates allow you to create reusable text messages that can be sent to clients manually or automatically. These templates are created within the Ad Hoc Email editor and can support a variety of communication work...
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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 appoin...
