-
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 ...
-
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 contac...
-
Last Updated: 10/29/2025
in Operations and Reports API
Overview The service minder open API is designed primarily to support integrations for websites and call centers. Reporting There are three ways to use your data within service minder in outside reporting, analytic tools. API Warehou...
-
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...
-
Overview ServiceMinder controls what each user can see and do through three layers, all configured onthe user edit page (Users → click a user → Permissions tab). Standard Permissions — settings that apply to every user, like whether they can ...
-
Last Updated: 06/26/2026
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...
-
Last Updated: 01/30/2026
in Getting Started NavigationHow to navigate serviceminder.
-
Last Updated: 10/27/2025
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
Settings and Naviga...
-
Last Updated: 06/29/2026
in Operations and Reports API Overview As with all things in service minder , there are settings controlled by the organization and higher levels of control at the brand-level. The distinction between organization (franchisee) and brand (franchisor) allows for separation of wha...
-
Last Updated: 05/29/2026
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 hav...
