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Last Updated: 05/15/2025
in Mobile App
Overview This section will help you get the most out of your mobile app use "out of the gate." Our Mobile App is tied to the service minder Web App, and uses that database, so out in the field, you must have connectivity (cellular data or wifi) ...
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Overview Our built-in national account functionality allows you to have a “national account” organization, that can be used for contact tracking from the franchisee organizations to a master parent-level organization. When you have this function...
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Overview Accepting payments in service minder is streamlined and flexible, supporting a variety of payment methods and gateways to help businesses get paid quickly and efficiently. This article provides a brief overview of how payments are accepte...
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Overview The At a Glance report is a tool designed for business owners to quickly review daily activities and summaries within their organization. It provides a daily review of what is happening, including summaries and a quick overview of the da...
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Last Updated: 05/07/2025
in Operations and Reports API
Overview As with all things in service minder , there are settings controlled by the organization and higher levels of control at the brand-level. The distinction between organization (franchisee) and brand (franchisor) allows for separation of w...
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Last Updated: 05/07/2025
in Operations and Reports API Overview As with all things in service minder , there are settings controlled by the organization and higher levels of control at the brand-level. The distinction between organization (franchisee) and brand (franchisor) allows for separation of wha...
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Asset Inventory Report The Asset Inventory report allows you to view current counts of parts that are marked as Assets . It provides detailed information about each part, including part ID, part name, and the total number of assets listed fo...
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Commissions Report The Commissions Report provides a detailed breakdown of commissions earned by sales or service agents based on performance. It enables organizations to ensure timely and accurate payments while gaining visibility into revenue...
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1. If the brand builds and launches changes to the taskboard, will all of my cards on the taskboard disappear and be wiped out? It could. Usually, if the taskboard swim lanes don't change that much - all contacts and proposal cards stay where the...
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Overview ServiceMinder supports core Markdown syntax for styling content used across the platform — from proposal descriptions to automated emails and ad hoc templates. You can use headings, emphasis, lists, links, images, and more to ensure your c...
