Popular Articles

  1. App Navigation

    Looking for the new ServiceMinder mobile app? This article covers ServiceMinder Classic . A new ServiceMinder mobile app is now available with updated workflows, navigation, and field tools. Visit The New Mobile App section to learn mo...
  2. Calendar Color Blocks

    Overview Color blocks can be enabled to help you visualize the appointments on your calendar. You may find it helpful to glance at an appointment and tell by the color block which service is being provided or quickly tell how busy a Ser...
  3. Top 10 Questions: Emailing Contacts

    1. Can I remove or disable the email option for a contact? You cannot remove the email field entirely or disable the option system-wide. However, contacts can be unsubscribed from marketing emails. Contacts can unsubscribe themselves using the...
  4. Payments 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 Se...
  5. Marketing and Reputation Management Integrations

    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...
  6. DataSubscriber Feed API

    Overview As with all things in service minder , there are settings controlled by the organization and higher levels of control at the brand-level. The distinction between organization (franchisee) and brand (franchisor) allows for separation of...
  7. Appointment Reporting

    Overview There are many reports that you can run in service minder . These are appointment-specific ones for monthly or year-over-year reporting. Reports can be found in the navigation menu. If you go to the Reports > Downloads tab , you ...
  8. Contact Settings

    Overview Contact Settings can be found in the Control Panel. This article will review: General Settings Presentation Defaults General Settings Learn more about  Contact Managed By  and  Contact Ow...
  9. Organization-Level Download API

    Overview The Download API allows individual franchise locations to automate data extraction without requiring setup at the brand level. This means an organization (franchisee) can configure its own API access independently, which is especially us...
  10. Pricing Bands

    Overview Pricing Bands are used to set up more dynamic pricing elements for Services and Parts . The list of bands are indexed by the quantity to determine the effective price for a given line. In both cases, the quantity entered for t...