Popular Articles

  1. Drip Campaigns

    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. ...
  2. Payment Processors and Financing

    serviceminder|pay Did you know the average franchisee pays around 3.5% in payment processing fees, which can limit growth potential? That’s why we’re offering a solution to help our clients eliminate these high fees— serviceminder|pay . With...
  3. Texting

    Overview There are two (2) versions of texting in service minder .  INCLUDED : For US and Canadian customers, service minder has always included a texting option for en route notifications. These "en route" texts are a great way to unobtrusive...
  4. Top 10 Questions: Scheduling

    1. Is there a way to cancel the start of an appointment if you accidentally hit start? In the app there's an "Unstart" option, if you go to the appointment. You can also go to the appt in the web view, click Edit, and scroll down to the bottom a...
  5. Change Orders

    Overview Once a proposal is accepted, it becomes locked and cannot be edited. If the customer wishes to make changes, you will need to create a change order. A change order acts like a proposal but is attached to the original proposal and l...
  6. Drip Triggers

    Overview service minder  Drips allows you to hook into all sorts of events in real time. Drips is the heart of service minder automation and integration capabilities. You can build sophisticated automations and integrations. If you really want t...
  7. Sending Support Tickets

    Overview If you need to ask a question or encounter an obstacle, you have two options: Go to your Brand Admin Send a Support ticket As a company, service minder  is not set up to be full-time phone support. We rely on tickets to record convers...
  8. Deploy to Organizations

    Overview Deployment refers to the ability for Brand Admins to send out configurable settings from one org to the other. The purpose of this feature is to allow the brand to make decisions about email templates, parts lists, etc., then build and...
  9. Accept, View, and Print Proposals

    Overview On the Proposal Details page, there are many actions that you can take. These are listed at the top of the page: Or below the proposal:  This article will discuss some of the more common actions. It picks up after you have sent t...
  10. About Service Settings

    Overview Services are the core of service minder  scheduling and workflow. Every appointment, proposal and invoice will have a Service associated with it. The name you give a service is what will show up when you're scheduling, for example, or cr...