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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 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
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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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...
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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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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...
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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
Permissio...
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Last Updated: 04/30/2025
in Getting Started Overview We provide free, unlimited email support. Just send us your question to support@serviceminder.com. You can also click on the Got A Question? tab and type in a summary and question that way also. Depending on your account, the Got A Que...
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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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Last Updated: 06/11/2026
in Operations and Reports 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...
