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Overview Accounting classes are ways that include royalties with owned territories for a more comprehensive end of period reporting. Usually, the service minder team sets this up for the brand during onboarding. If you have a new franchisee onbo...
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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 The Calendar module is the core tool for managing your schedule. It includes three views: Month, Week, and Day. In all views, you can download the displayed appointments, drag and drop to reschedule, or click to add new appointments.
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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 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 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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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...
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Overview
It happens. Something doesn't go as expected with a job, and your agents need to go back and make a correction. As a business owner, this can be costly. Tracking rework appointments allows you to keep up with these expenses, bett...
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Overview Many businesses have service agents who will potentially receive a tip from a customer. Make it easy for that customer to leave a tip via service minder payments when they are short on cash!
This article will review:
Manual...
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Last Updated: 12/20/2024
in Operations and Reports Reports
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...
