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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...
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Open Proposals/Options Report The Open Proposals/Options report provides a summary of all proposals and options that have not been accepted or selected. This report helps track proposals that are still in the decision-making phase and allows fi...
