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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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Last Updated: 09/29/2025
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...
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Overview
Email remains one of the most effective, low-cost ways to stay in touch with your customers, boost brand visibility, and generate revenue. While service minder already includes powerful communication tools like appointment confirm...
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Last Updated: 10/27/2025
in Contact Management Overview On several grids, you have the ability to download and upload. This is useful for saving or sharing data, but it also allows you to make bulk changes via Excel and then quickly implement those changes into service minder .
This artic...
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Last Updated: 12/22/2025
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:
Settings and Navigati...
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Overview
ServiceMinder makes it easy to capture leads directly from your website or marketing landing pages by using HTTP POST requests. This allows you to seamlessly integrate lead capture forms with platforms like InstaPage, Unbounce, or ...
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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 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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Last Updated: 08/29/2025
in Getting Started
First-Time Login Instructions When someone creates a user account for you in service minder , you should get an email prompting you to set your password. If that email does not come through to your inbox right away, you can follow these steps: ...
