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Last Updated: 08/27/2024
in Getting Started NavigationHow to navigate serviceminder.
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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: 11/07/2024
in Getting Started Account Set-Up
Overview
To accept payment through service minder , you will need to connect a payment provider. You will need to contact your merchant processor to apply if you are a brand new business and getting set up for the first time. We will need yo...
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Overview Proposals describe what you're offering to do for a prospect or a customer. Every proposal contains a single Service and zero or more Parts/Add Ons . Once you've created a Proposal, you can save it or send it to the contact assumi...
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Last Updated: 04/03/2025
in Contact Management
Overview Contacts can receive notifications about various phases of their experience when working with your business. This article will review how to customize those notification settings to best suit your needs.
This article will review:
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Last Updated: 06/09/2025
in Contact Management Overview This page covers additional features around labeling multiple Contacts under a single "controlling" Contact to make it easier for billing and scheduling. Need some extra contact information on your customer? Does one property manager have ...
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Last Updated: 06/12/2025
in Operations and Reports API
Overview An application programming interface (API) key is a code used to identify and authenticate an application or user . API keys are used extensively by many brands and organizations in service minder . They act as a unique identifier and p...
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Overview
Ad Hoc Emails are designed to be used when you want to send an email to a contact and be able to have it automatically populate with information about them, or an appointment or a proposal. You can create as many as you like and t...
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Last Updated: 06/13/2025
in Contact Management
Overview
Tags and Categories allow you to separate your contacts into various groups. Each contact only has one Category, but can be assigned multiple Tags. You can change a contact's tags and categories as needed.
Think of Categories ...
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Overview Scheduling configurations will determine the frequency of appointments you are offering, how appointments display on your calendar, whether or not customers can schedule their own appointments in the contact portal and much more. This ar...
