Popular Articles

  1. Ad Hoc Forms - In the Mobile App

    Overview Just as with a proposal on the web, Ad Hoc forms can be attached to proposals in the mobile app. It's a bit different than on the web, so read on! Navigation A Mobile App user may attach Ad Hoc Forms via the mobile app, while out in ...
  2. Answering Services

    Call Center API Keys In order to ensure it's linked up correctly, the API key  needs to have the Call Center Provider selected in the dropdown menu. For services to be available for booking through an API key, they must be set to self-se...
  3. Contact Research Links

    Overview Research Links can be used to gather information about a contact's property and location. You customize these links to connect with websites that will provide the most relevant details for your business. This article will review: Set...
  4. Using Gift Cards and Discounts

    Overview If you use gift cards or gift certificates as part of your business, you can adapt this practice by creating a Part to stand in place of the gift. This can work like a Credit Memo . We also suggest using notes on the Proposal and the Co...
  5. HouseAccount

    The Digital Accelerator for Leading Home Service Brands HouseAccount is the first-of-its-kind digital platform that empowers leading home service providers to offer a seamless, end-to-end customer experience. Our white-label solution integrates...
  6. Chargeback FAQs - SM Pay

    What is a chargeback? When a customer is reimbursed for a debit or credit card charge after successfully disputing it with their bank, rather than the business that charged them.   Who initiates the chargeback? The chargeback proces...
  7. Organization-Level Download API

    Overview The Download API allows individual franchise locations to automate data extraction without requiring setup at the brand level. This means an organization (franchisee) can configure its own API access independently, which is especially usef...
  8. Managing the Store

    Overview The store is an enhanced feature within service minder  that allows a brand to purchase and restock products necessary to jobs from one place. It is different than inventory but can work in partnership with inventory to allow a brand a...
  9. Staging Channel

    Overview This topic is for advanced users or users specifically directed by our support team to use the staging version of the app to help preview features or diagnose issues. The service minder  app is composed of two main components. The fir...
  10. QuickBooks Desktop

    Overview Note that QuickBooks Desktop support is depriecated. The methods detailed here may or may not work. QuickBooks does not provide any support for importing IIF files into QuickBooks Desktop. If you are using QuickBooks Desktop, we...