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ServiceMinder
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  • Glossary
  • Getting Started
    • Navigation
      • Web Navigation
      • About Grids
      • Navigating the NeoLight Theme
    • Account Set-Up
      • Connecting QuickBooks Online
      • Setting Up Taxes
      • General Settings
      • Must Do's For Go Live
      • IRS EIN Documentation
      • Merchant Processing Account Configuration
    • Users and Service Agents
      • User Settings
      • User Permissions
      • User Notifications
    • Start Here!
    • Logging In and Password Security
    • Sending Support Tickets
    • Support and Maintenance
  • Contact Management
    • Create A Contact
    • Contact Notifications and the Online Contact Portal
    • Bulk Download, Upload, and Edit Contacts
    • Categories, Tags, and Labels
    • Managing and Merging Contacts
    • Top 10 Questions: Emailing Contacts
    • Contact Reporting
    • Contact Research Links
    • Contact Settings
  • Calendar, Maps, and Scheduling
    • Scheduling
      • About Scheduling
      • Top 10 Questions: Scheduling
      • Scheduling Settings
      • Teams
      • Appointment Confirmation and En Routes
      • Recurring Appointments
      • Scheduling Options Based on Service
      • Rework an Appointment
      • The Contact Portal and Online Scheduling
      • Capacity and Demand
      • Appointment Reporting
      • Project Based Workflow
    • Service Agents
      • Service Agents and Subcontractors
      • Clocking In & Out
      • Tips and Gratuities
      • Checklists
      • Team and Payroll Reports
    • Calendar
      • Create Time Blocks
      • Calendar Color Blocks
      • Calendar Sync for Microsoft and Google
      • Calendar
    • Maps
      • Maps and GeoZones
      • Route Schedules
      • Optimizing an Individual Service Agent's Route with Route Optimization
      • Building and Optimizing Routes with Fleet Routing
      • Understanding Route Optimization and Fleet Routing
  • Services and Parts
    • Services
      • About Service Settings
      • Scheduling Mode
      • Invoicing Mode
      • Service Settings: Duration and Pricing
      • Repeating Chaining Options
      • Subscription Style Services
    • Parts and Add-Ons
      • About Parts
      • Part Categories
      • Using Gift Cards and Discounts
      • Create a Part Assembly
      • Part Settings
      • Part Settings: Part Distribution
      • Pricing Bands
      • Asset Management
      • Inventory Tracking
  • Proposals, Invoices, and Payments
    • Proposals
      • Create A Standard Proposal
      • Proposals Settings
      • Managing Proposals: Accepting, Printing, and Scheduling
      • Proposal and Project Templates
      • Deposits on Proposals
      • Proposal Options
      • Proposal Bundling
      • Change Orders
      • Terms and Conditions
      • Tracking Job Cost
    • Invoices
      • Create and Manage Invoices
      • Invoice Settings
      • Invoice Reporting
    • Payments
      • ServiceMinder Pay
        • ServiceMinder Pay
        • ServiceMinder Pay - FAQs and Glossary
        • ServiceMinder|Pay - Linking Your Bank Account to Forward
        • ServiceMinder|Pay - Token Transfers
      • About ACH (eChecks)
      • Payment Methods, Payment Plans, and Recurring Billing
      • Credit Memos and Write Offs
      • Declines and Refunds
      • Overpayment and Account Statements
      • Automatic Payments
      • Finance and Surcharge Fees
      • Discounts and Markups
      • Accepting Payments
    • Top 10 Questions: Proposals
    • Top 10 Questions: Invoices
  • Mobile App
    • Classic Mobile App
      • Mobile App Installation
      • Appointments on the Mobile App
      • App Navigation
      • Ad Hoc Forms - In the Mobile App
      • Mobile App Settings for Ease in the Field
      • Mobile App Offline Features
      • Proposals in the Mobile App
      • Videos on the Mobile App
      • Staging Channel
    • The New Mobile App
    • Marketing and Templates
      • Channels and Campaigns
        • Channels, Campaigns, and Revenue Forecasting
        • About Call To Actions
        • Email Campaigns
        • Tracking UTM Campaigns in ServiceMinder
      • Email Templates
        • Automated Email Templates
        • Ad Hoc Email Templates
        • Email Editor Tips
        • Using Markdown Scripting
      • Email Delivery
      • Offer Codes
      • Ad Hoc Forms
    • Operations and Reports
      • Quickbooks
        • QuickBooks Online Best Practices
        • QuickBooks Online Common Errors
        • Common QuickBooks Questions
      • Two-Way Texting
        • Texting
        • Text Templates
        • Texting Number Registration Requirements
        • 10DLC Campaign Compliance Checklist
      • Taskboards and Drips
        • TaskBoards
        • Drip Triggers
        • Drip Campaigns
        • Full List of Triggers and Actions
        • Top 10 Questions: Taskboards and Drips
      • Templates
        • Print Template Markup
        • Print Templates
      • Integrations
        • Payments and Financing
        • Accounting
        • Answering Services
        • Lead Generation
        • Lead Capture Forms
        • Marketing and Reputation Management Integrations
        • Telephone and Virtual Phone VoIP
        • CompanyCam
        • Rallio and Revv
        • HouseAccount
        • QuickBooks Desktop
        • Other Handy Integrations
        • Zapier
      • API
        • Open API
        • Organization-Level Download API
        • DataSubscriber Download API
        • DataSubscriber Feed API
        • API Key Configuration
        • API Payload Examples
        • Building a Data Warehouse
        • API - Data Warehouse and Appointments
        • Appending Contact Data Using Forms
        • Download Paging
        • Lead Distribution
        • Using ServiceMinder's API - Intermediate to Advanced
        • ServiceMinder API Guidelines
      • Organization Reports
        • Pipeline Report
        • Pulse Report
        • At A Glance Report
        • Pivot Grids
        • Proposal Reports
        • Saving Reports
        • Resource Usage Reports
        • Report Subscriptions
      • Tableau and Insights
        • Tableau Measure Data Descriptions
        • Tableau Status Codes
        • ServiceMinder Insights
      • Collateral Library and Lightbox
      • MailDrop
      • Feedback & Issues
      • Shortcodes
      • Custom Fields
      • Call Center
      • Snippets
      • Opt-in Contact Sharing
      • Managing the Store
      • Vehicle Tracking
      • DotLiquid Scripting Basics
      • DotLiquid Scripting Tags
      • DotLiquid Scripting Filters
      • Tasks
      • Grid Custom Fields and the Grid Report
    • Brand Administration
      • Onboarding
        • Typical Onboarding Timeline
        • What We Do vs. What You Do
        • Franchisee Training Curriculum
      • Managing Organizations
        • Create an Organization
        • Deploy to Organizations
        • Transfer or Close Organization
        • Support Ticket Templates for Brand Admins
        • Managing Users and Service Agents in Organizations
      • Brand Controls
        • National Accounts
        • Lead Distribution and Marketing
        • Brand Templates - Organization Custom Fields
        • Accounting Classes
      • Brand Reports
        • End of Period Reporting
        • Branding Revenue by Lead Source
        • Brand Level Reports and Downloads
      • Brand Configuration Settings
      • Royalties and Revenue Categories
      • Impersonate and Troubleshoot
      • About Dispatch
      • Importing Contacts With Json Formatted Fields
      • Branding Email Campaigns
      • Customizing User Roles
    • What's New?
      • The New ServiceMinder
        • A New Era for How You Work
        • New Ways to Pay: Apple Pay, Google Pay, and Scan to Pay
        • The New Mobile App
          • What's New in the Mobile App
          • Getting Started in the Mobile App
          • Mobile App Navigation Overview
          • Mobile App Tips and Tricks
          • Working Appointments in the Mobile App
          • Working Offline in the Mobile App
          • Contacts in the Mobile App
          • Calendar and Schedule in the Mobile App
          • Proposals and Invoices in the Mobile App
          • Payments and Billing in the Mobile App
          • Communicating with Customers in the Mobile App
          • Media Management in the Mobile App
          • Mobile App FAQs
        • The New Customer Experience
          • A New Experience for Your Customers
          • Proposals in the New Customer Experience
          • Invoices, Payments, and Statements in the New Customer Experience
          • Account Portals in the New Customer Experience
          • The New Online Scheduler
            • What's New in the Online Scheduler?
            • Online Scheduler Configuration
            • Booking Packages and Add-Ons in the Online Scheduler
            • Setting Up Dynamic Pricing with the Online Scheduler
            • Offer Queued and Recurring Services Through the Online Scheduler
      • Latest Updates
        • What's New in ServiceMinder: October 21, 2026
        • What's New in ServiceMinder: October 14, 2026
        • What's New in ServiceMinder: September 28, 2026
        • What's New in ServiceMinder: September 9, 2026
      • Previous Updates
        • What's New in ServiceMinder: August 28, 2026
        • What's New in ServiceMinder: August 14, 2026
        • What's New: Appointments Map and Route Builder
        • What's New: Grid Custom Fields and the Grid Report
    • Home

    Mobile App

    Classic Mobile App

    The New Mobile App

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