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Overview Parts can be organized in Categories and Sub Categories . This is a great way to organize large part lists into more manageable buckets. If you are a home remodeler, you can have Kitchen Cabinet as a Category then organize Sub Categorie...
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Overview There are many reports that you can run in service minder . These are three appointment-specific ones for monthly or year-over-year reporting. Appointment Reports Go to Reports > Reports tab to find the following. Appointment ...
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Last Updated: 12/23/2024
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 Please note that electronic check works the same way that a paper check does. Once you deposit a check, the bank will not know if those funds are available for several days. Merchant processor s can take different timeframes to process ...
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Last Updated: 06/12/2025
in Operations and Reports API
Overview In order for a brand to have custom reporting against your service minder data, the data needs to be pulled out of service minder and loaded into a different database. Depending on how "current" the brand wants data to be, there are a ...
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Overview The training process is broken up into a series of webinars. We record each webinar for later reference as well as for training new staff. This is by no means an exhaustive list of what we train for. During the initial phases, we'll iden...
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Overview To set up a webhook so you can send leads from Zapier to service minder , first create an API key ( Control Panel > API Keys ). Be sure to set how you want to handle duplicates. You can set a default channel/campaign for the API key but ...
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Last Updated: 12/10/2024
in Brand Administration Overview This section contains all of your brand level configuration settings. These settings are covered in detail during the initial onboarding of the brand. Our onboarding team sets these according to the brand decisions, but they can be changed...
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Last Updated: 11/11/2024
in Contact Management Overview There are many possible reporting and tracking capabilities for the contacts within your service minder account. There are brand-level reports and there are organizational-level reports. For this article, we will focus on org-level report...
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Last Updated: 10/24/2024
in Operations and Reports
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...
