-
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...
-
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...
-
Last Updated: 09/29/2025
in Contact Management
Overview
Tags and Categories allow you to separate your contacts into various groups. Each contact only has one Category, but can be assigned multiple Tags. You can change a contact's tags and categories as needed.
Think of Categorie...
-
Last Updated: 05/19/2026
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: ...
-
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...
-
Overview
ServiceMinder offers several flexible billing options designed to reduce manual work, improve cash flow, and simplify the customer experience.
This article explains how each option works, when to use it, and how they fit toge...
-
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 ...
-
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...
-
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...
-
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...
