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Last Updated: 01/09/2025
in Operations and Reports
Overview
Shortcodes are keywords that service minder uses to insert pieces of information into email and print templates. For example, an organization may want the service agent's name and appointment date/time included on an email templ...
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Overview When it is time to schedule an appointment on the calendar, there are a few places you can go depending on your workflow. Scheduling appointments can happen on the Appointments Grid, on a Contact Detail Page, directly on an Accepted Prop...
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Overview
This article will review:
Settings and Navigation
Standard Permissions
Full List of User Permissions
Permission Groups
FAQs
Settings and Navigation
To access the full list of ...
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Last Updated: 05/16/2025
in Getting Started Welcome to ServiceMinder We’re excited to have you on board! This is your central hub for learning how to get the most out of ServiceMinder. From guided videos to detailed walkthroughs, this knowledge base is designed to help you explore features, ...
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Last Updated: 03/12/2025
in Getting Started Account Set-Up
Overview
If you use QuickBooks Online as your bookkeeping software, you'll be happy to know we have an integration between the two platforms! Once the integration is active, our system can automatically sync relevant contact, invoice, and...
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Overview
Everyone who needs to log in to service minder must be set up as a User. Users must have a name and an email address. Any user who will also be going on appointments will need a Service Agent created and connected to their Us...
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Last Updated: 05/20/2025
in Getting Started Account Set-Up
Overview Setting up sales tax in service minder can be accomplished in four simple steps! Review the process on this page so you can seamlessly apply taxes to your proposals and invoices.
Please confirm with a CPA or your local tax...
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Overview
This article will review:
Settings and Navigation
Adding Payment Methods
Setting Up Payment Plans
Recurring Billing
Payment Reporting
FAQs
What's the difference between Payment Plans and ...
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Overview On this page we show some of the most commonly asked questions, QuickBooks Online Errors, and information on how to fix the issue to Retry the sync of the invoice or payment. Because QBO is very protective over the date in their system ...
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Last Updated: 08/27/2024
in Getting Started NavigationHow to navigate serviceminder.
