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Overview Not every service fits neatly into a single price. The cost of cleaning 5 windows is different from cleaning 20. A 900-square-foot home may fall into a different pricing tier than a 3,000-square-foot home. Instead of asking customers to...
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Overview
Not every service needs an exact appointment time the moment a customer books.
For recurring, subscription, and route-based services, your team may need to collect the customer's preferred service date first and determine ...
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Overview The Online Scheduler has been redesigned to make booking feel simpler for customers while giving your business more flexibility in how services, pricing, and payments are presented online. The updated experience guides customers through b...
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Overview
Turn your Proposal Templates into bookable packages in the Online Scheduler.
Instead of offering customers a single service at a single price, Proposal Templates let you bundle a base service with additional parts or service...
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Overview ServiceMinder’s customer-facing pages have been refreshed to create a cleaner, more consistent experience throughout the customer journey. The updated pages make important information easier to review and key actions easier to complete,...
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Overview The Online Scheduler lets your customers book their own appointments without calling the office. Common services for self-scheduling include estimates, annual maintenance checks, or system inspections.
This article will review:
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Created On: 07/17/2026
in Operations and Reports API
Overview
This guide outlines the recommended best practices for integrating with the ServiceMinder API. Following these guidelines will help you build secure, reliable, and scalable integrations while minimizing unnecessary API traffic.
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ServiceMinder — Client Resource. Based on Twilio review criteria & CTIA Short Code Handbook v1.9. First Draft — April 2026. Severity Guide
Sev 0 — Immediate rejection or suspension
Sev 1 — Serious — likely rejected
Sev 2 —...
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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:
Navigation Menu
Deta...
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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...
