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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 wh...
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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...
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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 agents,...
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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 ...
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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...
