Popular Articles

  1. Lead Generation

    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, Angie...
  2. ServiceMinder|Pay

    Overview 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 service...
  3. Tracking Job Cost

    Overview On a Proposal/Project you have the ability to track your costs, and therefore your profit  Margins,  by recording your   Materials, Labor, and Other expenses. It's critical for a business to measure its job profitability. Gross ...
  4. Invoice Reporting

    Overview There are several reports that have to do with Invoices. This article will focus on the top used Invoice reports.  Settings and Navigation Go to Reports in the top menu. Make sure you are on the Reports tab.  Invoice Aud...
  5. Integrations

    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...
  6. Must Do's For Go Live

    Overview Are you done testing and learning in your service minder account and ready to start taking actual bookings and running your business? Here are the things you need to ABSOLUTELY do before going live. Consider this page a genera...
  7. 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...
  8. Terms and Conditions

    Overview You can set up Terms & Conditions as well as Above the Fold text that will appear on the web view of your proposals. This allows you to customize your messaging as well as supply pertinent terms for the customers' approval. These fi...
  9. Email Delivery

    Overview Email delivery is always a challenge. Mail providers are doing everything they can to stop your email from getting to their clients and both spammers and legitimate email marketers are doing everything they can to get their email deliver...
  10. Scheduling in Teams Mode

    Overview Teams are a way of grouping individual service agents together if you have multiple agents that work appointments. The simplest way of doing it is creating a "vehicle/truck" within service minder  then placing agents into that truck. Y...