Updated Articles

  1. Email Delivery

    Overview Successful email delivery depends on a combination of technical setup, content quality, and user engagement. This article covers how service minder handles email delivery using industry best practices, explains how to interpret bo...
  2. API Key Configuration

    Overview An application programming interface (API) key is a code used to identify and authenticate an application or user . API keys are used extensively by many brands and organizations in service minder . They act as a unique identifier and p...
  3. Building a Data Warehouse

    Overview In order for a brand to have custom reporting against your service minder data, the data needs to be pulled out of service minder and loaded into a different database. Depending on how "current" the brand wants data to be, there are a ...
  4. Report Subscriptions

    Overview Tracking performance data shouldn't be a manual chore. With service minder 's Report Subscriptions add-on, brands and organizations can automate the delivery of key reports and data exports, saving time and ensuring consistent ...
  5. Create A Contact

    Overview This article will review: Settings and Navigation Contact Details Address Measuring Contact Location Area Contact Notes Flash Message Contact Referrals FAQs Video...
  6. Mobile App Offline Features

    Overview While the Mobile App will ALWAYS be an "online" tool - that is, the user needs to have cellular data or wifi available to access all functionality, we have developed some "offline features" which help users on those days where there's not ...
  7. Managing Users and Service Agents in Organizations

    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 Permission ...
  8. Calendar Sync for Microsoft and Google

    Overview Web and Mobile Users can integrate their personal or business Outlook or Google calendars with their serviceminder calendar. This guide walks you through the steps to set up and manage these calendar syncs. You must have a Service Age...
  9. Texting

    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...
  10. Saving Reports

    Overview In our Knowledge Base, you will see other articles that provide more detail about specific reports. This article will show you how to select reports to save in your favorites list. This article will review: Setti...