ServiceMinder

Unify franchise operations, improve consistency across locations, and give franchisors and franchisees clearer insight into performance.

ServiceMinder

ServiceMinder is a franchise operating platform for home and commercial service brands. It brings lead capture, customer management, scheduling and dispatch, proposals, job operations, invoicing, payment processing, mobile field tools, and brand-level reporting into one system. Franchise tools include territory-based lead distribution, centralized workflow and brand controls, royalty reporting, and cross-location analytics. Field teams can manage appointments, routes, job details, communications, documentation, and payments through the mobile app, including offline. The platform also supports fleet routing, recurring billing, automated customer follow-up, project workflows, third-party integrations, and an open API. ServiceMinder offers franchise-specific onboarding and implementation, including configuration, data migration, training, and launch support.

• Enforce Consistent Brand Standards
  Set centralized standards and workflows, then deploy changes across locations to support consistent franchise operations.
• Manage Field Work From A Mobile App
  View schedules and routes, access job and customer information, update work, send proposals and invoices, and collect payments from a mobile device, including when offline.
• Compare Performance Across Locations
  Review network-wide KPIs, benchmark locations, inspect location-level results, and identify performance trends and outliers.
• Automate Royalty Reporting
  Reduce manual reporting with automatically calculated royalty information and updated totals across franchise locations, including visibility into collected revenue.
• Route Leads To The Right Franchisee
  Capture leads across supported channels and distribute them by territory so the appropriate franchisee can respond.
• Automate Customer Follow-Up
  Use campaigns and workflow triggers to follow up with leads and customers, including reminders and rebooking prompts at relevant intervals.
• Coordinate Crews And Appointments
  Organize schedules and assignments with dispatch tools, territory-based scheduling, calendar synchronization, and mobile notifications.
• Launch With Dedicated Franchise Support
  Work with an onboarding team to configure the platform, migrate and validate data, connect integrations, train users, test the system, and support the launch and post-launch adoption.
• Trace Leads To Revenue
  Understand which sources, campaigns, service lines, teams, and territories contribute to leads, conversions, and revenue, and compare campaign costs with results.
• Keep Customer Records In One Place
  Access customer history, appointment details, proposals, invoices, notes, tags, and communications from one record.
• Keep Customers Informed
  Send appointment updates and follow-ups, provide en route notifications, and communicate through supported channels, including two-way text messaging.
• Optimize Fleet Routes
  Plan and adjust multi-vehicle routes using geography, drive time, availability, and constraints, while monitoring fleet coverage and schedule conflicts.
• Send Proposals And Collect Signatures
  Prepare branded proposals, present options and deposit terms, and collect customer e-signatures and deposits through the platform.
• Invoice Jobs And Bill Recurring Contracts
  Create invoices from completed jobs, bill recurring service contracts, support milestone billing, and connect invoice data with QuickBooks Online.
• Collect And Reconcile Payments
  Accept supported payment methods in the field or through invoices, automatically match payments to invoices, and view payment activity in reporting. ServiceMinder Pay also offers PCI-compliant processing, surcharging capabilities, and predictable pricing.
• Document Work With Checklists And Photos
  Guide teams through required job steps and record notes, issues, and job-linked photos for review or inclusion with invoices.
• Connect ServiceMinder With Business Tools
  Integrate supported services and use the open API or form-based lead capture to connect ServiceMinder with other systems.
• Get AI-Powered Job Briefings
  Use on-device AI to prepare technicians for jobs, refine rough notes, and surface relevant data, including when offline.
• Add Users Without Per-Seat Fees
  Use the platform with unlimited users under the per-location pricing model; the listed price is $369 per month per location, subject to configuration and scale.
• Track Project Phases And Scope Changes
  Manage project milestones and tasks, document change orders, request approval, and update billing as project scope changes.
• Deliver And Export Reports
  Schedule report delivery and export reporting data to PDF or CSV for stakeholders.
• Monitor Customer Satisfaction
  Track customer feedback by service agent and review satisfaction patterns across locations to identify potential quality issues.
• Confirm Appointments Automatically
  Send customers automatic confirmations when schedules are finalized and provide technicians with a clear daily plan.
• Use Siri Hands-Free
  Request appointment information or create appointments by voice, with key details pre-filled.
• Coordinate Work On iPad
  View schedules and appointment details side by side and use a team dispatch Gantt chart in the iPad workspace.
• Access Reporting Data Programmatically
  Use the data warehouse and API downloads to build data pipelines and retrieve reports.
• Complete Common Actions Faster
  Use drag-and-drop scheduling, swipe actions, and streamlined workflows to access common app actions with a tap or long press.