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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...
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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 ...
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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: 05/20/2025
in Operations and Reports
For a full list of properties accessible via DotLiquid, please visit: https://serviceminder.io/support/dotliquid abs
Returns the absolute value of a number.
Input {{ -17 | abs }}
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Last Updated: 05/20/2025
in Operations and Reports Overview For a full list of properties accessible via DotLiquid, please visit: https://serviceminder.io/support/dotliquid Appointment Example Print {% comment %}Create table of full width, centered relative to the page.{% endcomment %}
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Last Updated: 07/09/2025
in Operations and Reports Overview
Tasks in ServiceMinder are a powerful way to manage follow-ups, track communications, and stay on top of operational activities across your organization. Whether it’s a reminder to call a lead, send a proposal follow-up, or complete an i...
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Overview
Understanding where your leads come from is essential to measuring marketing effectiveness and optimizing ROI. ServiceMinder supports UTM (Urchin Tracking Module) campaign tracking , enabling you to associate leads and revenue with ...
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Last Updated: 07/09/2025
in Operations and Reports API Overview ServiceMinder has an open API, which means that outside platforms can send and receive data to service minder , as long as they have an active API key (created inside of service minder .) The most common usage ...
