Popular Articles

  1. Vehicle Tracking

    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 ...
  2. Markdown

    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 also...
  3. Capacity and Demand

    Overview Capacity and Demand go together to create better scheduling and routing of agents and teams. It takes into account what supply is available for the demand of that day's appointments.  This article will review: ...
  4. Appending Contact Data Using Forms

    API - Updated Contact Data Using Forms Data may be posted directly to service minder .com to append existing information. For example, if there is a series of custom fields that need to be updated in contacts, this method may be used. The URL th...
  5. Videos on the Mobile App

    Overview Mobile App users may  view CompanyCam (one of our 3rd party integrations) videos saved to a Contact.   Once a CompanyCam video is stored to a contact's details, that video is accessible in service minder , both on the Web App, and now, ...
  6. Call Center

    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...
  7. Service Settings: Repeating Chaining Options

    Overview This article explores the Repeating/Chaining Options section of the Services settings ( Control Panel > Services > Edit  or  Add ).  This article will review: Recommended Interval Queue Date ...
  8. Other Handy Integrations

    AirAdvice AirAdvice  enables contractors to quantify indoor air quality (IAQ) health, comfort, and safety issues in the home, and present equipment solutions to homeowners. With our integration, appointments in your serviceminder account can link ...
  9. Impersonate and Troubleshoot

    Overview As a Brand Admin, it may fall to you to help franchisees with their accounts and users. We do not expect you to be knowledge experts in service minder . You can always submit support tickets to get answers to your questions or get assist...
  10. Accounting

    Your business "vitals" - P&L's, balance sheets, operations data - are vital to your success. service minder  supports the following integrations: Quickbooks Online Paro Paro is a full-service, outsourced finance department for small business...