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Overview
Assemblies are groups of Parts referenced by a specially marked Part. They can be used to streamline the proposal building process.
This article will review:
Settings and Navigation
Build an Assembly
A...
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Overview This section discusses additional ways of paying multiple invoices for larger commercial clients. However, these are options that are possible to do for residential, single customers as well. Typically, these are only really utilized by ...
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Overview As a Brand Admin or Onboarding Specialist, you may find yourself sending in the same requests to our service minder Support team but are unsure of what is the best way to frame those requests. This would be things like having our team a...
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Last Updated: 02/18/2025
in Operations and Reports 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 . ...
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Last Updated: 09/03/2024
in Operations and Reports API
Overview Lead distribution is the process that enables new leads to be distributed directly to the organization that owns the zip/postal code included in the lead data. Within a brand, you will assign with postal codes are owned by each location...
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Overview A Call To Action (CTA) is a common marketing term used to describe what you want the viewer to do. In the case of your proposals, the call to action is to view the proposal. If it's an invoice, then the call to action is to get them to v...
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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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Last Updated: 12/04/2024
in WebinarsHow to create formulas
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One of the hardest challenges with staying engaged as a brand on social media is generating content. Rallio simplifies social media management by integrating with serviceminder, allowing you to quickly upload and share photos of your work from Li...
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Last Updated: 04/30/2025
in Getting Started Overview We provide free, unlimited email support. Just send us your question to support@serviceminder.com. You can also click on the Got A Question? tab and type in a summary and question that way also. Depending on your account, the Got A Que...
