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Overview The Pivot Grid is a dynamic reporting tool in serviceminder that allows you to interactively analyze, filter, and group data. It's especially helpful for identifying trends and comparing key business metrics, such as: Repeat Revenue ...
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Last Updated: 04/24/2025
in Brand Administration Overview Branding Email Campaigns are crucial for maintaining consistent communication with your customers, promoting new products or services, and driving engagement. It helps in building brand loyalty and can significantly impact your marketing...
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Commissions Report The Commissions Report provides a detailed breakdown of commissions earned by sales or service agents based on performance. It enables organizations to ensure timely and accurate payments while gaining visibility into revenue...
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Overview service minder supports templating for email messages, text and voice messages and printed documents. The composition languages for each are different, but the underlying personalization and customization features are identical. Whethe...
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Last Updated: 04/30/2025
in Operations and Reports If you manage multiple service minder organizations, you may want a way to cross market to contacts in one organization about services offered by another organization. While it's certainly possible to take all of your contacts in one organization a...
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Overview The At a Glance report is a tool designed for business owners to quickly review daily activities and summaries within their organization. It provides a daily review of what is happening, including summaries and a quick overview of the da...
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Overview ServiceMinder supports core Markdown syntax for styling content used across the platform — from proposal descriptions to automated emails and ad hoc templates. You can use headings, emphasis, lists, links, images, and more to ensure your c...
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Asset Inventory Report The Asset Inventory report allows you to view current counts of parts that are marked as Assets . It provides detailed information about each part, including part ID, part name, and the total number of assets listed fo...
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Overview service minder .io employs XML for mocking up automated and ad hoc Print Templates . The set of available tags is limited, yet allow for a large amount of flexibility with the right approach. Introduction to XML XML models content af...
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Last Updated: 05/20/2025
in Operations and Reports
Overview
service minder uses DotLiquid as a multi-purpose scripting language for dynamically generating print and email template content. It is an adaptation of the Liquid scripting language used by Shopify, with a few notable differences ...
