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Published On: 10/15/2026
in What's New? Latest Updates
The updates described in this article are available in the both the iOS and Android versions of the mobile app on Wednesday, October 21, 2026 .
Easier Offer Codes and Repeat Parts in the Mobile App What's Changing Adding parts in the...
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Published On: 10/08/2026
in What's New? Latest Updates
The updates described in this article will be available on Wednesday ,October 14, 2026 .
Pre-selected and Required Options on Proposal Templates
What's Changing
Proposal Templates now have the same Pre-selected and Requ...
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Published On: 09/24/2026
in What's New? Latest Updates
The updates described in this article will be made available on Monday , September 28, 2026 .
Cleaner Card-on-File Controls for Invoices and Proposals
What's Changing
The Card on File Optional? setting in Control Panel ...
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Overview
From reviewing an invoice to understanding an outstanding balance and completing payment, the updated customer experience makes it easier for customers to see what they owe and take the next step.
This article walks throug...
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Overview
The Customer Account Portal gives your customers one place to manage their relationship with your business — from reviewing proposals and invoices to checking appointments, updating preferences, and viewing account information.
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Overview ServiceMinder Pay is making it easier for customers to pay using the methods they already use every day. Apple Pay and Google Pay bring faster digital wallet checkout to supported ServiceMinder payment pages, while Scan to Pay give...
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Overview A proposal is the quote your customer receives for a job — from opening the link and reviewing their options to accepting the work and completing any required payment. The updated proposal page makes that journey easier to navigate, with...
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It’s a new era for how you operate, backed by the team you know and trust. Centered on delivering reliability, performance, and innovation to keep your work day running smoothly with product investments in three areas that drive value for you...
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Overview From pricing additional work to collecting payment, the mobile app lets you keep more of the sales and billing process connected to the customer and job you’re already working on. You can create and send proposals, track customer activit...
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Overview The ServiceMinder mobile app keeps common customer communication close to the work you're already doing. You can let a customer know you're on the way, call or email them without searching for their contact information, and—if your organiz...
