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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: 06/09/2025
in Contact Management Overview This page covers additional features around labeling multiple Contacts under a single "controlling" Contact to make it easier for billing and scheduling. Need some extra contact information on your customer? Does one property manager have ...
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Last Updated: 06/09/2025
in Contact Management
Overview
This article will review:
Settings and Navigation
Contact Details
Address
Measuring Contact Location Area
Contact Notes
Flash Message
Contact Referrals
FAQs
Video...
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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 interact...
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Overview
This article will review:
Settings and Navigation
Adding Payment Methods
Setting Up Payment Plans
Recurring Billing
Payment Reporting
FAQs
What's the difference between Payment Plans and ...
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Last Updated: 06/02/2025
in Mobile App Overview While the Mobile App will ALWAYS be an "online" tool - that is, the user needs to have cellular data or wifi available to access all functionality, we have developed some "offline features" which help users on those days where there's not ...
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Last Updated: 06/02/2025
in Services and Parts Services
Overview Services are the core of service minder scheduling and workflow. Every appointment, proposal and invoice will have a Service associated with it. The name you give a service is what will show up when you're scheduling, for example, or cr...
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Overview There are several reports that have to do with Invoices. This article will focus on the top used Invoice reports. Settings and Navigation
Go to Reports in the top menu. Make sure you are on the Reports tab.
Invoice A...
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Overview In this article, we walk you through how to investigate payment declines and process refunds. There are two ways to refund: either a payment or a deposit. Payments are on invoices while deposits are on proposals. If you use an external ...
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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 undeposite...
