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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 ...
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Overview When you want to make sure your trucks all have at least 100 widgets, service minder can help with Inventory Tracking. service minder does not provide detailed inventory tracking (as with your accounting system - FIFO, LIFO.) The poi...
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Overview
Tracking performance data shouldn't be a manual chore. With service minder 's Report Subscriptions add-on, brands and organizations can automate the delivery of key reports and data exports, saving time and ensuring consistent ...
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Last Updated: 04/17/2025
in Services and Parts Services
Overview If you have services that are delivered over a series of appointments, you may have what we call Subscription Style Services Subscription-style services are used for cases where you want to schedule a fixed length service where the appo...
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Last Updated: 07/19/2024
in Services and Parts Services Overview This article explores the Duration and Pricing section of the Services settings ( Control Panel > Services > Edit or Add ). About Duration and Pricing Settings Please keep in mind that you only need to fill out what has a (*) nex...
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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 the lin...
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Last Updated: 06/13/2025
in Marketing and Templates
Overview
Successful email delivery depends on a combination of technical setup, content quality, and user engagement. This article covers how service minder handles email delivery using industry best practices, explains how to interpret bo...
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Overview The Calendar module is the core tool for managing your schedule. It includes three views: Month, Week, and Day. In all views, you can download the displayed appointments, drag and drop to reschedule, or click to add new appointments.
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FAQs Why are some customer payments sitting in undeposited funds? This just means they are sitting in a "holding" account in QBO. When those are invoiced the deposit should move over to the invoices as payments and won't be in the undeposited ...
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Overview End of Month report and End of Week report are the same report just with different date ranges set. This is determined at the brand-level according to their FDD agreement. Both End of Week (EOW) and End of Month (EOM) can be referred to...
