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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...
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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 ...
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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...
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Overview
This page details some of the most common QuickBooks Online Errors that our users might encounter when syncing invoices or payments.
Any QuickBooks syncing errors displayed in the ServiceMinder system originate from QuickBoo...
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Last Updated: 01/30/2026
in Getting Started NavigationHow to navigate serviceminder.
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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: 06/26/2026
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...
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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...
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Last Updated: 09/02/2025
in Getting Started Account Set-Up Overview When you first get an EIN Number, the IRS sends you an EIN Confirmation Letter (CP 575). If you got your EIN Number online, you can download the CP 575 online If you got your EIN Number by mail or fax, the IRS will mail you a CP 575 (it’s...
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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 ...
