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Overview Brand-level Reports and Downloads can be found within the Dashboard. They each have their own tab at the top of the page. Reports can be viewed and worked with directly in service minder before downloading, whereas Downloads have a fe...
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Overview If this is your first time onboarding a brand with service minder , we understand that it can get a little confusing about what the divvying up of responsibilities may look like between your team and ours. We understand that your FBCs/F...
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Overview These are for those pulling data from service minder into Tableau. Proposals Proposal Status Codes 0: Internal 1: Open 2: Accepted 3: Declined 4: Invoiced 5: Scheduled 6: Complete 7: Expired Proposal Status Sample Custom ...
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Last Updated: 12/04/2024
in Webinars
Overview The Job Costing/Margins section of Proposals has been recently updated to make the entire process easier. On this webinar, one may see the new functionality, see the reports involved and hear questions and answers from the group. Vi...
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Last Updated: 06/23/2025
in Mobile App
Overview
1. Find the Contact
From the home screen , use the search bar to find the customer.Type their name and press Return or tap the blue magnifying glass icon.Select the contact’s name to open their Contact Details page....
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Overview
Accepting payments in service minder is streamlined and flexible, supporting a variety of payment methods and gateways to help businesses get paid quickly and efficiently. This article provides a brief overview of how payments are...
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Last Updated: 06/16/2025
in Marketing and Templates
Overview Ad Hoc Forms are customizable and able to be viewed or printed by customers. Settings and Navigation To access Ad Hoc Forms, go to Control Panel > Ad Hoc Forms . Setup Ad Hoc Forms Create a Name and Title for the form not forget...
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Overview In Control Panel > General there are several "custom fields" already set up for common items like Google Review links, Facebook links, and more. But sometimes a brand needs to have their own top-level custom fields for organizations. The...
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Last Updated: 11/08/2024
in Operations and Reports API
Overview The following psuedocode describes a typical approach for implementing paging with our download API. At a high level, this builds a list of downloads that are monitored until they complete. As each download completes, you will get the ma...
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Last Updated: 04/29/2025
in Brand Administration
Overview ServiceMinder empowers each brand to manage its own set of user roles, providing granular control over access and permissions. Whether you're onboarding a new team member or adjusting responsibilities as your business evolves, customized...
