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Last Updated: 12/04/2025
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 Navigation...
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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: ...
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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 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 scheduling featur...
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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
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 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 con...
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Overview
A customer's Lead Source is broken into groups called Channels , then subgroups within each channel called Campaigns . Channels are a marketing term that could be similar to "marketing funnel" or "entrance to the brand." It r...
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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 This article outlines how to manage invoice behavior in service minder , including default settings, user permissions, approval workflows, payment configurations, and invoice terms. Whether you're looking to automate approvals, control p...
