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Overview
Route Optimization and Fleet Routing are both add-on services. If you have not purchased them as part of your service minder subscription, then you will not be able to use these features. You can purchase them by going to ...
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Overview
To set up routing effectively, you'll need to define GeoZones, configure service settings, and build a route schedule. This guide walks you through each step, from creating GeoZones to assigning services and scheduling appointm...
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Last Updated: 02/20/2025
in Operations and Reports
Overview The store is an enhanced feature within service minder that allows a brand to purchase and restock products necessary to jobs from one place. It is different than inventory but can work in partnership with inventory to allow a brand a...
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Overview There are not many settings attached to QuickBooks Online; however, we receive many questions about it. It is incredibly important to set up your QBO sync to service minder in the right way for your business and your accounting. It will...
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Overview
A customer's Lead Source is broken into groups called Channels , then subgroups within each channel called Campaigns . Channels are a marketing term that could be similar to "marketing funnel" or "entrance to the brand." It r...
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Last Updated: 02/18/2025
in Operations and Reports Overview MailDrop is a great way to make sure all your customer communications are stored in one place. Sure, you've got them in your sent folder, or stored off somewhere in the cloud. With MailDrop, you can now save them right in service minder . ...
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Last Updated: 02/12/2025
in Marketing and Templates
Overview Email delivery is always a challenge. Mail providers are doing everything they can to stop your email from getting to their clients and both spammers and legitimate email marketers are doing everything they can to get their email deliver...
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Overview Brand-level Reports and Downloads can be found within the Dashboard. They each have their own tab at the top of the page. Reports can be viewed and worked with directly in service minder before downloading, whereas Downloads have a fe...
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1. Is there a way to cancel the start of an appointment if you accidentally hit start? In the app there's an "Unstart" option, if you go to the appointment. You can also go to the appt in the web view, click Edit, and scroll down to the bottom a...
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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 ...
