New Articles

  1. Mobile App Settings for Ease in the Field

    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) ...
  2. Mobile App Installation

    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...
  3. Texting

    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...
  4. Pipeline Report

    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 report...
  5. Texting Autoresponder

    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...
  6. User Settings

    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...
  7. Using Offer Codes

    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...
  8. ServiceMinder|Pay

    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 s...
  9. Texting Number Registration Requirements

    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...
  10. Text Templates

    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 ...