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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 "delet...
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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
Accounting Classes provide a way to include royalties with owned territories for more comprehensive end-of-period reporting. Typically, the ServiceMinder team sets this up for the brand during onboarding.
If you have a new f...
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Overview
Our built-in National Account functionality allows you to create a “national account” organization that serves as a master, parent-level organization for tracking contacts across franchisee organizations.
When this functio...
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Last Updated: 10/09/2025
in Brand Administration
Overview Dispatch is our module designed for internal call centers. It allows users to globally search contacts within a brand, schedule appointments, follow up on proposals, and manage other queue-based tasks. For example, new leads from your ...
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serviceminder|pay Did you know the average franchisee pays around 3.5% in payment processing fees, which can limit growth potential? That’s why we’re offering a solution to help our clients eliminate these high fees— serviceminder|pay . With se...
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Last Updated: 10/03/2025
in Brand Administration
Overview
Branding Email Campaigns are crucial for maintaining consistent communication with your customers, promoting new products or services, and driving engagement. It helps in building brand loyalty and can significantly impact your...
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Last Updated: 10/03/2025
in Brand Administration
Overview ServiceMinder empowers each brand to manage its own set of user roles, providing granular control over access and permissions. Whether you're onboarding a new team member or adjusting responsibilities as your business evolves, customized...
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Last Updated: 10/03/2025
in Services and Parts Services
Overview
If you have services that are delivered over a series of appointments, you may have what we call Subscription Style Services
Subscription-style services are used for cases where you want to schedule a fixed length service wh...
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Last Updated: 10/03/2025
in Services and Parts Services
Overview This article explores the Repeating/Chaining Options section of the Services settings ( Control Panel > Services > Edit or Add ).
This article will review:
Recommended Interval
Queue Date
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