Account Set-Up

Overview If you use QuickBooks Online as your bookkeeping software, you'll be happy to know we have an integration between the two platforms! Once the integration is active, our system can automatically sync relevant contact, invoice, and payment i...

Overview Setting up sales tax in service minder  can be accomplished in four simple steps! Review the process on this page so you can seamlessly apply taxes to your proposals and invoices. Please  confirm  with a CPA or your...

Overview To fill in your general business information, g o to Control Panel > General Settings . This article will review each section of this page. Please note that only certain User Permissions can access this area of service minder...

Overview Ready to go live with your serviceminder account? This checklist covers the must-do steps before you begin taking bookings. Your brand may have more specific guidance, so check with your Brand Administrator before proce...

Overview When you first get an EIN Number, the IRS sends you an EIN Confirmation Letter (CP 575). If you got your EIN Number online, you can download the CP 575 online If you got your EIN Number by mail or fax, the IRS will mail you a CP 575 (it’s...

Overview To accept payment through service minder , you will need to connect a payment provider. You will need to contact your merchant processor to apply if you are a brand new business and getting set up for the first time. We will need your to...