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Last Updated: 01/28/2025
in Operations and Reports Overview Many times you have company vehicles on the roads, but there is no way to track them in service minder . We can track mobile phones utilizing the app, but only if they allow third-party tracking on their phone settings and have the mobile ...
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Last Updated: 01/17/2025
in Brand Administration
Overview As a franchisor, you need to make sure you are collect the royalties and fees due to you from your franchisees, and that you collect these royalties and fees in accordance with your Franchise Disclosure Document (FDD.) service minder h...
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Overview There are two (2) versions of texting in service minder . INCLUDED : For US and Canadian customers, service minder has always included a texting option for en route notifications. These "en route" texts are a great way to unobtrusive...
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Overview Moving data is sometimes something a Brand Admin can accomplish without the assistance of SM Support. Other times for large transfers of data, you may need to send a support ticket for our database team to assist. They cannot always "del...
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Last Updated: 01/09/2025
in Operations and Reports
Overview
Shortcodes are keywords that service minder uses to insert pieces of information into email and print templates. For example, an organization may want the service agent's name and appointment date/time included on an email templ...
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Overview These are for those pulling data from service minder into Tableau. Proposals Proposal Status Codes 0: Internal 1: Open 2: Accepted 3: Declined 4: Invoiced 5: Scheduled 6: Complete 7: Expired Proposal Status Sample Custom ...
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Overview What follows is a working, comprehensive list of all measurable data within Tableau from service minder . This page is a work-in-progress. AppointmentAdditionalAgent Name Description Appointment Id The Tableau ID of the appo...
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Overview The training process is broken up into a series of webinars. We record each webinar for later reference as well as for training new staff. This is by no means an exhaustive list of what we train for. During the initial phases, we'll iden...
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Overview Once a proposal is accepted, you can no longer edit it. If the customer wants to make changes, you can create a change order. A change order is just like a proposal but it's attached to the original proposal and labeled as a Change Order ...
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Overview Checklists show up on the My Schedule page when a User first logs into the web. This compliments having checklists presented on the home menu page in the app. Checklists are listed on the associated user's details page in a new tab (all ...
