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Overview Imagine being able to organize your workflow visually—moving tasks, prospects, appointments, or proposals through stages just like a sales or project pipeline. That’s the concept behind TaskBoards .
This article will review:
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Overview A customer's Lead Source is broken into groups called Channels , then subgroups within each channel called Campaigns . Channels are a marketing term that could be similar to "marketing funnel" or "entrance to the brand." It represents ...
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Last Updated: 05/16/2025
in Getting Started
First-Time Login Instructions When someone creates a user account for you in service minder , you should get an email prompting you to set your password. If that email does not come through to your inbox right away, you can follow these steps: ...
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Last Updated: 11/05/2024
in Getting Started Account Set-Up
Overview
To fill in your general business information, g o to Control Panel > General Settings . This article will review each section of this page.
Please note that only certain User Permissions can access this area of serv...
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Overview Depending on the organization's workflow/processes, and what type of appointment is scheduled (i.e. Sales vs. Service,) running an appointment on the mobile app can vary greatly. In this section, we're going to explain the "basics" of ap...
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Overview
In addition to tracking a user's regular appointment schedule, one can also create a record of company holidays, vacation time, personal appointments, or any impromptu absence from their regular schedules.
You have two opti...
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Overview Automatic payments are a convenient way to streamline billing by securely charging a customer's saved payment method on a set schedule or upon completion of a service. This helps businesses get paid faster, reduce manual work, and mini...
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Last Updated: 12/20/2024
in Services and Parts Services Overview In the Invoicing section of a Service ( Control Panel > Services > Edit or Add ) there are two drop downs that control automations for that service: 1. Finish Action 2. Invoicing Mode To understand these two settings let...
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Overview This article explains how to charge a customer a finance charge and/or a credit card surcharge (also called a credit card convenience fee) on an invoice. Finance Charge – A percentage-based fee added to an invoice when a custom...
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Overview
Drips is an add-on feature available in serviceminder. If you don’t see Drips in your side navigation panel, this feature hasn’t been activated for your account. Please check with your brand administrator before purchasing.
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