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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 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 User.
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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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Overview
Did you know the average franchisee pays around 3.5% in payment processing fees, which can limit growth potential? That’s why we’re offering a solution to help our clients eliminate these high fees— serviceminder|pay . With ...
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Overview
Ad Hoc Emails allow you to send customized, pre-formatted messages to contacts while automatically pulling in details about the customer, appointments, proposals, or invoices. These templates save time, ensure consistency, and...
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Overview
This article will review:
Settings and Navigation
Standard Permissions
Schedule/Inventory Permissions
Full List of User Permissions
Permission Groups
FAQs
Settings and Navigat...
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Overview This article provides a comprehensive overview of appointment scheduling in ServiceMinder. It includes available scheduling styles, configuration settings, notifications, and troubleshooting tips. Whether you’re an office admin, sales ...
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Last Updated: 10/01/2025
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 payment i...
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Overview Managing how and when your customers pay is a crucial part of running a smooth operation in serviceminder. This article provides an overview of the different tools available to help you streamline payments, including Payment Methods, Pay...
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Last Updated: 09/29/2025
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...
