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Last Updated: 05/20/2025
in Operations and Reports
Overview
service minder uses DotLiquid as a multi-purpose scripting language for dynamically generating print and email template content. It is an adaptation of the Liquid scripting language used by Shopify, with a few notable differences ...
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Last Updated: 05/20/2025
in Operations and Reports Overview For a full list of properties accessible via DotLiquid, please visit: https://serviceminder.io/support/dotliquid Appointment Example Print {% comment %}Create table of full width, centered relative to the page.{% endcomment %}
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Overview ServiceMinder offers a robust suite of email and notification options to keep your team and clients informed. Notifications can be sent to internal users, service agents, and external contacts. This guide covers how to configure internal...
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Overview CompanyCam is a photo and video documentation app that organizes content into job-specific projects. Integrating CompanyCam with service minder enables automatic syncing of photos and videos to the correct contact or appointment within yo...
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Last Updated: 05/20/2025
in Mobile App
Overview The mobile app was initially designed for agents, in the field, to be able to start, work and finish appointments. Over the years, we've added more "owner in the field" capabilities and access so business owners can "run their business" ...
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Last Updated: 05/20/2025
in Getting Started Account Set-Up
Overview Setting up sales tax in service minder can be accomplished in four simple steps! Review the process on this page so you can seamlessly apply taxes to your proposals and invoices.
Please confirm with a CPA or your local tax...
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Last Updated: 05/16/2025
in Getting Started Welcome to ServiceMinder We’re excited to have you on board! This is your central hub for learning how to get the most out of ServiceMinder. From guided videos to detailed walkthroughs, this knowledge base is designed to help you explore features, ...
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Overview End of Month report and End of Week report are the same report just with different date ranges set. This is determined at the brand-level according to their FDD agreement. Both End of Week (EOW) and End of Month (EOM) can be referred to...
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Last Updated: 05/16/2025
in Getting Started
First-Time Login Instructions When someone creates a user account for you in service minder , you should get an email prompting you to set your password. If that email does not come through to your inbox right away, you can follow these steps: ...
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Last Updated: 05/16/2025
in Getting Started Navigation
Overview In ServiceMinder, a Grid refers to an interactive, spreadsheet-style list used to display and manage large sets of data. Grids allow you to quickly sort, filter, and take action on items—such as launching an email campaign, tagging c...
