-
Overview The Pipeline report provides a summary of your entire revenue pipeline. You can filter by date range, GeoZone, Service, or Accounting Classes. Main Information The top bar contains the fields for modifying the date range of the repo...
-
Overview This page discusses built-in reporting specifically for proposals. If these reports do not include the information for strategic initiatives for specific KPIs, we do offer ways of exporting data outside of service minder to data analysi...
-
Overview There are many reports that you can run in service minder . These are appointment-specific ones for monthly or year-over-year reporting. Reports can be found in the navigation menu. If you go to the Reports > Downloads tab , you ...
-
Last Updated: 11/17/2025
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...
-
Last Updated: 11/17/2025
in Operations and Reports
Angi Angi (formerly Angie's List) is a very popular service that consumers use to find service providers. When they narrow down what they are looking for, their information is then shared with service providers. If you choose to buy the lead, Ang...
-
One of the hardest challenges with staying engaged as a brand on social media is generating content. Rallio simplifies social media management by integrating with serviceminder, allowing you to quickly upload and share photos of your work from ...
-
Last Updated: 11/12/2025
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 con...
-
Overview Depending on the organization's workflow/processes, and what type of appointment is scheduled (i.e. Sales vs. Service,) running an appointment on the mobile app can vary greatly. In this section, we're going to explain the "basics" of appo...
-
Last Updated: 11/10/2025
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 hav...
-
Last Updated: 11/06/2025
in Brand Administration
Overview
The Configuration section contains all of your brand-level settings. These settings are initially reviewed and configured during onboarding, based on your brand’s preferences and operational decisions. While the onboarding team han...
