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Overview The Pulse Report is designed to highlight trends and progress , rather than absolute numbers. It helps answer key questions like:
How am I performing against my goals and forecast?
How are my sales agents performing?
This r...
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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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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 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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Last Updated: 10/23/2025
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...
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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...
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Last Updated: 09/29/2025
in Contact Management
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...
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Last Updated: 12/02/2025
in Marketing and Templates
Overview
Offer codes are a valuable way to improve proposal conversion rates. When prospects do not initially accept a proposal, you can use an offer code to encourage them to take action.
Offer codes rely on Parts , so you must have ...
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Last Updated: 11/24/2025
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 ...
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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 ...
