Popular Articles

  1. About ACH (eChecks)

    Overview ACH payment processing refers to the electronic transfer of money between bank accounts via the Automated Clearing House (ACH) network. It's a secure and efficient way to move funds, commonly used for direct deposits, bill payments, and ...
  2. 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...
  3. Service Settings: Duration and Pricing

    Overview This article explores the Duration and Pricing section of the Service settings page ( Control Panel > Services > Edit  or Add ).  This article will review: About Duration and Pricing Settings Base Price vs....
  4. ServiceMinder|Pay - FAQs and Glossary

    General FAQs Who do I contact for help? Email support@serviceminder.com . One team handles it all. What are the fees and rates for serviceminder|pay? serviceminder|pay uses transparent, flat-rate pricing. Credit card transactions cos...
  5. Clocking In & Out

    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...
  6. 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...
  7. Proposal Reporting

    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 a...
  8. Create an Organization

    Overview Within service minder , we refer to the Organization as an account under the Brand . An organization is operated by the franchisee and the Brand is operated by the franchisor. Another way to think of it is each org is a location. One ...
  9. Managing Users and Service Agents in Organizations

    Overview This article is for Brand Administrators. Actions explained in this article require access to the Dashboard. This article will review: Settings and Navigation Managing Users Managing Service Agents Permission ...
  10. 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 ...