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Overview
The Branding Revenue by Lead Source report helps you measure the effectiveness of your marketing efforts by tracking revenue, proposals, and lead conversion by campaign and channel. Whether you're running campaigns across multipl...
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Overview If your business would like to offer a Gift Card or Gift Certificate to customers, there are two ways you can accomplish this in service minder: Create a Part that holds a discounted value Apply a Credit Memo to the customer's profil...
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Last Updated: 10/30/2025
in Brand Administration
Overview As a franchisor, you need to ensure that you collect the royalties and fees due from your franchisees in accordance with your Franchise Disclosure Document (FDD). ServiceMinder offers a robust set of settings and configurations to make ...
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Last Updated: 10/29/2025
in Operations and Reports
Overview
Feedback & Issue Management is an add-on feature. To purchase this, go to MarketPlace. Please note that not all Users can access the market place section of service minder . If you are a franchise owner, your brand may subscribe to ...
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Last Updated: 10/29/2025
in Operations and Reports
Overview
Keeping track of company vehicles can be challenging when drivers are constantly on the road. While ServiceMinder can track mobile app users’ locations, this only works if tracking permissions are enabled on their phones and the app ...
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FAQs Why are some customer payments sitting in undeposited funds? This just means they are sitting in a "holding" account in QBO. When those are invoiced the deposit should move over to the invoices as payments and won't be in the undeposited ...
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Last Updated: 10/29/2025
in Operations and Reports API
Overview The service minder open API is designed primarily to support integrations for websites and call centers. Reporting There are three ways to use your data within service minder in outside reporting, analytic tools. API Warehou...
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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 ...
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Last Updated: 10/27/2025
in Contact Management Overview On several grids, you have the ability to download and upload. This is useful for saving or sharing data, but it also allows you to make bulk changes via Excel and then quickly implement those changes into service minder .
This artic...
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Last Updated: 10/27/2025
in Contact Management
Overview
This article will review:
Settings and Navigation
Contact Details
Address
Measuring Contact Location Area
Contact Notes
Flash Message
Contact Referrals
FAQs
Settings and Naviga...
