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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
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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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
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 s...
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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: 05/16/2025
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: 07/28/2025
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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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 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: 06/09/2025
in Contact Management
Overview
This article will review:
Settings and Navigation
Contact Details
Address
Measuring Contact Location Area
Contact Notes
Flash Message
Contact Referrals
FAQs
Video...
