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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 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...
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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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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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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...
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Overview ACH payment processing refers to the electronic transfer of money between bank accounts via the Automated Clearing House (ACH) network. It's a secure and efficient way to move funds, commonly used for direct deposits, bill payments, and ...
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Overview Imagine being able to organize your workflow visually by moving tasks, prospects, appointments, or proposals through stages just like a sales or project pipeline. That’s the concept behind TaskBoards . TaskBoards allow you to group conta...
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Overview Depending on the organization's workflow/processes, and what type of appointment is scheduled (i.e. Sales vs. Service,) running an appointment on the mobile app can vary greatly. In this section, we're going to explain the "basics" of appo...
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Overview To set up a webhook so you can send leads from Zapier to service minder , first create an API key ( Control Panel > API Keys ). Be sure to set how you want to handle duplicates. You can set a default channel/campaign for the API key but ...
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serviceminder|pay Did you know the average franchisee pays around 3.5% in payment processing fees, which can limit growth potential? That’s why we’re offering a solution to help our clients eliminate these high fees— serviceminder|pay . With se...
