Operations and Reports

Overview The Collateral Library is a place to store images and documents in service minder that you might use frequently. Think of it like Google Drive, but within the service minder system. Lightbox  is a place to review all photos that h...

Overview MailDrop is a great way to make sure all your customer communications are stored in one place. Sure, you've got them in your sent folder, or stored off somewhere in the cloud. With MailDrop, you can now save them right in service minder . ...

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...

Overview Shortcodes are keywords that service minder uses to insert pieces of information into email and print templates. For example, an organization may want the service agent's name and appointment date/time included on an email templ...

Overview Custom Fields allow an organization or brand to include more unique information fields or identifiers needed for operations. For instance, a popular Custom Field for Contacts, is including if they are Residential or Commercial customer...

Overview As part of service minder 's integrations, two VoIP (Voice over Internet Protocol)  business phone providers ( RingCentral and OpenPhone ) will show call logging in a section called  Call Center . This area will log inbound calls, ou...

Overview Need to make some edits to your Terms, Above the Fold text, Services, or Parts? Here's a cheat sheet for using markdown to style your text. These are the most common usages you'll find when making edits in service minder , but you can al...

Overview The store is an enhanced feature within service minder  that allows a brand to purchase and restock products necessary to jobs from one place. It is different than inventory but can work in partnership with inventory to allow a brand a...

Overview Many times you have company vehicles on the roads, but there is no way to track them in service minder . We can track mobile phones utilizing the app, but only if they allow third-party tracking on their phone settings and have the mobile ...