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Created On: 09/17/2025
in Getting Started Navigation
Overview Looking to get more familiar with the new NeoLight theme? Look no further! This page will review all of the major navigational changes between Classic and NeoLight.
This article will review:
Settings and Navigation
Na...
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Created On: 08/20/2025
in Contact Management
Overview Contact Settings can be found in the Control Panel.
This article will review:
General Settings
Presentation
Defaults
General Settings
Learn more about Contact Managed By and Contact Ow...
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Migrating Tokens to ServiceMinder Pay If you're switching your payment processing to ServiceMinder Pay , you may need to transfer existing card tokens from your current provider. The process varies depending on your current processor. Before req...
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You have multiple options when it comes to how and when you link your bank account to receive your payouts. Linking Your Bank Account: Application Submission Log into the Merchant Portal. Once signed in, navigate to Settings > Bank Accoun...
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Created On: 07/09/2025
in Operations and Reports API Overview ServiceMinder has an open API, which means that outside platforms can send and receive data to service minder , as long as they have an active API key (created inside of service minder .) The most common usage ...
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Published On: 06/17/2025
in Operations and Reports Overview
Tasks in ServiceMinder are a powerful way to manage follow-ups, track communications, and stay on top of operational activities across your organization. Whether it’s a reminder to call a lead, send a proposal follow-up, or complete an i...
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Created On: 05/20/2025
in Operations and Reports
For a full list of properties accessible via DotLiquid, please visit: https://serviceminder.io/support/dotliquid abs
Returns the absolute value of a number.
Input {{ -17 | abs }}
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Created On: 05/20/2025
in Operations and Reports
Overview
service minder uses DotLiquid as a multi-purpose scripting language for dynamically generating print and email template content. It is an adaptation of the Liquid scripting language used by Shopify, with a few notable differences ...
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Created On: 05/20/2025
in Operations and Reports
Overview
service minder uses DotLiquid as a multi-purpose scripting language for dynamically generating print and email template content. It is an adaptation of the Liquid scripting language used by Shopify, with a few notable differences ...
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Asset Inventory Report The Asset Inventory report allows you to view current counts of parts that are marked as Assets . It provides detailed information about each part, including part ID, part name, and the total number of assets listed fo...
