Popular Articles

  1. Royalties and Revenue Categories

    Overview As a franchisor, you need to make sure you are collect the royalties and fees due to you from your franchisees, and that you collect these royalties and fees in accordance with your Franchise Disclosure Document (FDD.) service minder  h...
  2. 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...
  3. About Grids

    Overview In ServiceMinder, a Grid refers to an interactive, spreadsheet-style list used to display and manage large sets of data. Grids allow you to quickly sort, filter, and take action on items—such as launching an email campaign, tagging c...
  4. Service Agents and Subcontractors

    Overview Service Agents are intended for any person or resource that need to be scheduled. When you schedule an appointment on your calendar, you will choose which Service Agent(s) you need for that appointment. A person who logs in to servicemin...
  5. Custom Fields

    Overview Custom Fields allow an organization or brand to include more unique information fields or identifiers needed for operations. For instance, a popular Custom Field for Contacts, is including if they are Residential or Commercial customer...
  6. QuickBooks Online Best Practices

    Overview There are not many settings attached to QuickBooks Online; however, we receive many questions about it. It is incredibly important to set up your QBO sync to service minder  in the right way for your business and your accounting. It will...
  7. App Navigation

    Overview The mobile app was initially designed for agents, in the field, to be able to start, work and finish appointments. Over the years, we've added more "owner in the field" capabilities and access so business owners can "run their business" ...
  8. Scheduling Options Based on Service

    Overview Services are the core of service minder  scheduling system. They define how things are scheduled, workflow options as well as recurring or subscription appointment options. This article will review: Settings and Navigation...
  9. Saving Reports

    Overview In our Knowledge Base, you will see other articles that provide more detail about specific reports. This article will show you how to select reports to save in your favorites list. This article will review: Setti...
  10. Marketing and Reputation Management

    Birdeye Collect reviews, convert leads, run surveys, text customers - all in one place. As soon as an appointment is completed or a customer is invoiced, we'll automatically send their info over to Birdeye. They'll take everything from there. W...