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Overview This article will review:
Settings and Navigation
Creating and Managing a Project
Tracking and Visualizing Projects
Project Invoicing Options
FAQs
Watch a Project Management and Scheduling Webin...
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Overview The Pulse Report is designed to highlight trends and progress , rather than absolute numbers. It helps answer key questions like:
How am I performing against my goals and forecast?
How are my sales agents performing?
This r...
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Overview Part Distribution refers to the functionality within service minder to automatically or manually attach parts (aka items) that are necessary for an appointment. You can utilize Part Distribution for either Recurring or Subscription...
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Overview What follows is a working, comprehensive list of all measurable data within Tableau from service minder . This page is a work-in-progress. AppointmentAdditionalAgent Name Description Appointment Id The Tableau ID of the appo...
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Last Updated: 09/19/2024
in Brand Administration
Overview Json is a format of data used in servicem inder 's import process. In the standard contact import process, you normally have a CSV file that contains many columns, each representing a piece of information for a single contact. However, t...
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Overview Asset Management (formerly known as Per Diem Pricing) can be used to keep track of your valuable equipment as it moves from job to job. This article will review: Settings and Navigation Adding Individual Assets Asset Tracking on Prop...
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Last Updated: 03/07/2025
in 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...
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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 Our built-in national account functionality allows you to have a “national account” organization, that can be used for contact tracking from the franchisee organizations to a master parent-level organization. When you have this function...
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Overview
Your brand may have access to Email Marketing campaigns within service minder . This is considered an add-on feature, so you may not have this brand-wide but individual organizations can purchase this through the MarketPlace within...
