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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...
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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 service...
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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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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...
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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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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...
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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 You can post data directly to service minder .io via HTTP FORM POSTs. This is most often used to set up lead capture forms on your website or on a digital marketing landing page. You can use this method to integrate with landing pages host...
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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 Web and Mobile Users can integrate their personal or business Outlook or Google calendars with their serviceminder calendar. This guide walks you through the steps to set up and manage these calendar syncs. You must have a Service Age...
