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...

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 local tax o...

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 serv...

Overview Are you done testing and learning in your service minder account and ready to start taking actual bookings and running your business? Here are the things you need to ABSOLUTELY do before going live. Consider this page a genera...

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...

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...

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 yo...