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Last Updated: 01/02/2025
in Brand Administration Overview Dispatch is our "call center" module, meant for internal call centers. It can be used for globally searching contacts within the brand as well as scheduling appointments and more. There is also a Dispatch Queue for following up on propo...
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Overview CompanyCam is a photo and video documentation app that organizes content into job-specific projects. Integrating CompanyCam with service minder enables automatic syncing of photos and videos to the correct contact or appointment within yo...
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Overview The Time Clock feature in service minder enables organizations to track user work hours by allowing users to clock in and out through the mobile app or desktop interface. This guide outlines how to enable the feature, how users intera...
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Overview Moving data is sometimes something a Brand Admin can accomplish without the assistance of SM Support. Other times for large transfers of data, you may need to send a support ticket for our database team to assist. They cannot always "del...
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Overview If you have a payment processor connected in your service minder account, you can take deposits on your proposals and appointments.
This article will review:
Settings and Navigation
Where Do Deposits Go?
Moving ...
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Last Updated: 12/12/2024
in Contact Management Overview By default, all templates that service minder builds on your behalf will include the Unsubscribe button. This is mandatory for all email communications to adhere to legal requirements. 1. Does the “Do Not Email” checkbox, include both...
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Overview You can either Add a new part or Edit an existing part. You will see the part settings page. Parts build Proposals and they are included under Services . Parts are the building blocks and override settings at the Service ...
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Last Updated: 05/30/2025
in Operations and Reports
Angi Angi (formerly Angie's List) is a very popular service that consumers use to find service providers. When they narrow down what they are looking for, their information is then shared with service providers. If you choose to buy the lead, Ang...
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Overview Ad hoc email templates are designed to be used when you want to send an email to a contact and have it automatically populated with information about them, an appointment, a proposal or an invoice. From a Contact or Appointment Detail pa...
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Overview This page discusses built-in reporting specifically for proposals. If these reports do not include the information for strategic initiatives for specific KPIs, we do offer ways of exporting data outside of service minder to data analysis ...
