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Last Updated: 10/29/2025
in Operations and Reports
Overview
Keeping track of company vehicles can be challenging when drivers are constantly on the road. While ServiceMinder can track mobile app users’ locations, this only works if tracking permissions are enabled on their phones and the app ...
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Overview
ServiceMinder Drips allows you to hook into all sorts of events in real time. Drips is the heart of service minder automation and integration capabilities. If you really want to automate and optimize your business processes, D...
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Overview Capacity and Demand go together to create better scheduling and routing of agents and teams. It takes into account what supply is available for the demand of that day's appointments.
This article will review:
Settings...
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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 ...
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Overview
A customer's Lead Source is broken into groups called Channels , then subgroups within each channel called Campaigns . Channels are a marketing term that could be similar to "marketing funnel" or "entrance to the brand." It r...
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Overview It happens. Something doesn’t go as expected with a job, and your agents need to go back and make a correction. These follow-up visits are called rework appointments . Rework appointments are scheduled when: Something was not compl...
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Overview
This article will review:
Settings and Navigation
Creating and Managing a Project
Tracking and Visualizing Projects
Project Invoicing Options
FAQs
Watch a Project Management and Sched...
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Overview Proposal Bundling lets you combine multiple proposals into a single grouped offer for a customer. It’s ideal for "pick one" scenarios where the customer is choosing between distinct options, such as varying levels of service or materia...
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Last Updated: 09/29/2025
in Getting Started Account Set-Up
Overview
Ready to go live with your serviceminder account? This checklist covers the must-do steps before you begin taking bookings.
Your brand may have more specific guidance, so check with your Brand Administrator before proce...
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Overview
This article outlines key settings that impact every proposal you send to contacts. To control master settings for all proposals, navigate to Control Panel > Proposals .
This article will review:
General S...
