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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: 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: 09/29/2025
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
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: 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 ServiceMinder offers a robust suite of email and notification options to keep your team and clients informed. Notifications can be sent to internal users, service agents, and external contacts. This guide covers how to configure internal...
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Last Updated: 11/10/2025
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 hav...
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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 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 ...
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Last Updated: 09/02/2025
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 separat...
