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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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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...
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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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Overview The Branding Revenue by Lead Source report helps you measure the effectiveness of your marketing efforts by tracking revenue, proposals, and lead conversion by campaign and channel. Whether you're running campaigns across multiple loca...
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Last Updated: 04/30/2025
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 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. Whether ...
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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: 04/29/2025
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...
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Open Proposals/Options Report The Open Proposals/Options report provides a summary of all proposals and options that have not been accepted or selected. This report helps track proposals that are still in the decision-making phase and allows fi...
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Appointment Cancels Report The Appointment Cancels report provides detailed insights into the number of appointments that have been canceled within a specified timeframe. This report helps you understand the frequency and reasons for cancellation...
