-
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 . ...
-
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...
-
Overview
To set up routing effectively, you'll need to define GeoZones, configure service settings, and build a route schedule. This guide walks you through each step, from creating GeoZones to assigning services and scheduling appoin...
-
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. ...
-
Overview These are settings and descriptions based around communication for appointments with Contacts. These include En Route messages as well as sending confirmations and reminders for booked appointments in text and email formats.
This...
-
Overview
In service minder , both Credit Memos and Write Offs allow you to reduce or clear a contact’s outstanding balance. While they may seem similar, they serve different purposes:
Credit Memos are used to apply a credit...
-
Overview
The Contact Portal serves two functions: allowing customers to view their account information and to self-schedule their appointments. You also have the choice to enable the online account feature while disabling online schedulin...
-
Last Updated: 02/02/2026
in Services and Parts Services
Overview
Invoicing Mode settings determine how and when invoices are created from your services in service minder . Each service can be configured with both a Finish Action (what happens when an appointment ends) and an Invoicing Mod...
-
Last Updated: 10/30/2025
in Brand Administration
Overview As a franchisor, you need to ensure that you collect the royalties and fees due from your franchisees in accordance with your Franchise Disclosure Document (FDD). ServiceMinder offers a robust set of settings and configurations to make ...
-
Overview Teams are a way of grouping individual service agents together if you have multiple agents that work appointments. The simplest way of doing it is creating a "vehicle/truck" within service minder then placing agents into that truck. Y...
