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Overview This article explains how to charge a customer a finance charge and/or a credit card surcharge (also called a credit card convenience fee) on an invoice. Finance Charge – A percentage-based fee added to an invoice when a custom...
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Overview Moving data is sometimes something a Brand Admin can accomplish without the assistance of SM Support. Other times for large transfers of data, you may need to send a support ticket for our database team to assist. They cannot always "delet...
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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
Accounting Classes provide a way to include royalties with owned territories for more comprehensive end-of-period reporting. Typically, the ServiceMinder team sets this up for the brand during onboarding.
If you have a new f...
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Overview
Our built-in National Account functionality allows you to create a “national account” organization that serves as a master, parent-level organization for tracking contacts across franchisee organizations.
When this functio...
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Last Updated: 10/21/2025
in Getting Started Navigation How to navigate serviceminder.
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Overview The Maps page is simple at first glance, but its many features allow for strategic planning and execution of route schedules by utilizing the power of Geographic Zones (aka GeoZones).
This article will review:
Settings a...
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Last Updated: 10/21/2025
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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Last Updated: 10/09/2025
in Brand Administration
Overview Dispatch is our module designed for internal call centers. It allows users to globally search contacts within a brand, schedule appointments, follow up on proposals, and manage other queue-based tasks. For example, new leads from your ...
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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...
