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Overview This article explains how to charge a customer a finance charge and/or a credit card surcharge (also called a credit card convenience fee) on an invoice. Finance Charge – A percentage-based fee added to an invoice when a custom...
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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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Overview Invoices are the final bill within service minder. Depending on your workflow, they may be created automatically when a proposal is accepted or when an appointment is completed. Sometimes you may need to create a an invoice manually. ...
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Last Updated: 10/23/2025
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 a...
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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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Last Updated: 09/30/2025
in Services and Parts Services
Overview Services are the core of service minder scheduling and workflow. Every appointment, proposal and invoice will have a Service associated with it. The name you give a service is what will show up when you're scheduling, for example, or ...
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Last Updated: 09/29/2025
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 your to...
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Overview
This article explains how to manage proposals in ServiceMinder, including sending proposals to customers, accepting them internally or externally, viewing and printing proposals, and scheduling work once a proposal is accepted....
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Overview
Two-Way Texting gives your organization a dedicated business texting number and a full messaging workspace inside ServiceMinder. With this feature, your team can send and receive text messages directly with customers or service...
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This article will review:
General FAQs
Chargeback FAQs
Glossary of Terms
Guide to Using the Forward Merchant Portal
General FAQs
Who do I contact for help?
Email support@serviceminder.com . ...
