-
Overview Drips is an add-on feature available in serviceminder. If you don’t see Drips in your side navigation panel, this feature hasn’t been activated for your account. Please check with your brand administrator before purchasing. Drips co...
-
Overview Imagine being able to organize your workflow visually by moving tasks, prospects, appointments, or proposals through stages just like a sales or project pipeline. That’s the concept behind TaskBoards . TaskBoards allow you to group con...
-
Overview
Two-Way Texting gives your organization a dedicated business texting number and a full messaging workspace inside ServiceMinder. With this feature, your team can send and receive text messages directly with customers or service...
-
Overview
Email remains one of the most effective, low-cost ways to stay in touch with your customers, boost brand visibility, and generate revenue. While service minder already includes powerful communication tools like appointment confirm...
-
Overview Print templates in ServiceMinder allow you to control the layout, structure, and content of the PDF documents generated throughout the platform. These templates determine what customers see when you print or share proposals, invoices, appo...
-
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...
-
Overview
Ad Hoc Emails allow you to send customized, pre-formatted messages to contacts while automatically pulling in details about the customer, appointments, proposals, or invoices. These templates save time, ensure consistency, and...
-
Overview
Automated emails are sent by service minder when certain events happen, such as an appointment is scheduled or completed. By default, each organization has the exact same versions of these emails. However, a brand may choose to ed...
-
Last Updated: 12/05/2025
in Marketing and Templates
Overview
Ad Hoc Forms are customizable, customer-facing documents used to gather signatures. These forms can be added to proposals, appointments, or invoices and are fully viewable and printable by your customers. Because they support shortco...
-
Overview
This page details some of the most common QuickBooks Online Errors that our users might encounter when syncing invoices or payments.
Any QuickBooks syncing errors displayed in the ServiceMinder system originate from QuickBoo...
