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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 ...
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Overview This article is for Brand Administrators. Actions explained in this article require access to the Dashboard.
This article will review:
Settings and Navigation
Managing Users
Managing Service Agents
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Overview
Here you may learn how to charge a customer a finance charge and/or credit card surcharge (credit card convenience fee) on an invoice.
Before you set up a Credit Card Surcharge in our system, please review your state's surch...
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Overview Deployment refers to the ability for Brand Admins to send out configurable settings from one org to the other. The purpose of this feature is to allow the brand to make decisions about email templates, parts lists, etc., then build and...
