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Overview
Part Distribution refers to the functionality within service minder to automatically or manually attach parts (aka items) that are necessary for an appointment.
You can utilize Part Distribution for either Recurring or...
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Last Updated: 12/19/2025
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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Overview
While QuickBooks Online offers only a few configuration options for syncing with ServiceMinder, proper setup is essential. A well-configured connection prevents sync errors, reduces cleanup work, and ensures your financial data rem...
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Last Updated: 12/11/2025
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 pho...
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Last Updated: 12/11/2025
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
ServiceMinder Drips allows you to hook into all sorts of events in real time. Drips is the heart of service minder automation and integration capabilities. If you really want to automate and optimize your business processes, D...
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Overview Drips is an add-on feature available in serviceminder. If you don’t see Drips in your side navigation panel, this feature hasn’t been activated for your account. Please check with your brand administrator before purchasing. Drips co...
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Overview Print templates in ServiceMinder allow you to control the layout, structure, and content of the PDF documents generated throughout the platform. These templates determine what customers see when you print or share proposals, invoices, appo...
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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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Overview
Ad Hoc Emails allow you to send customized, pre-formatted messages to contacts while automatically pulling in details about the customer, appointments, proposals, or invoices. These templates save time, ensure consistency, and...
