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Overview There are many different types of emails and notifications that service minder can send out to your users, and service agents. Each of these notifications can be toggled on and off to help you control what kinds of emails people will re...
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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: 03/17/2025
in Mobile App
Overview 1. Find the Contact From the home screen , use the search bar to find the customer.Type their name and press Return or tap the blue magnifying glass icon.Select the contact’s name to open their Contact Details page. 2. ...
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Overview service minder Drips allows you to hook into all sorts of events in real time. Drips is the heart of service minder automation and integration capabilities. You can build sophisticated automations and integrations. If you really want t...
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Last Updated: 03/12/2025
in Getting Started Account Set-Up
Overview
If you use QuickBooks Online as your bookkeeping software, you'll be happy to know we have an integration between the two platforms! Once the integration is active, our system can automatically sync relevant contact, invoice, and...
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Your business "vitals" - P&L's, balance sheets, operations data - are vital to your success. service minder supports the following integrations: Quickbooks Online Paro Paro is a full-service, outsourced finance department for small business...
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RingCentral With RingCentral, you can view recent and historic call volume from the new Call Center and use the incoming call notifications to bring up customer records with a click or start adding a new contact with the phone number already fill...
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Last Updated: 03/07/2025
in Operations and Reports
Overview As part of service minder 's integrations, two VoIP (Voice over Internet Protocol) business phone providers ( RingCentral and OpenPhone ) will show call logging in a section called Call Center . This area will log inbound calls, ou...
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Last Updated: 03/07/2025
in Operations and Reports
Overview The Collateral Library is a place to store images and documents in service minder that you might use frequently. Think of it like Google Drive, but within the service minder system. Lightbox is a place to review all photos that h...
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The Digital Accelerator for Leading Home Service Brands HouseAccount is the first-of-its-kind digital platform that empowers leading home service providers to offer a seamless, end-to-end customer experience. Our white-label solution integrates...
