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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...
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Last Updated: 12/02/2025
in Operations and Reports
Overview
Custom Fields allow your organization or brand to capture additional information that is not included in the standard serviceminder fields. They are useful for storing unique operational details, collecting data required for repo...
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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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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 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 features...
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Overview
While QuickBooks Online offers only a few configuration options for syncing with ServiceMinder, proper setup is essential. A well-configured connection prevents sync errors, reduces cleanup work, and ensures your financial data rem...
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Overview
Route Optimization and Fleet Routing are both add-on services. If you have not purchased them as part of your service minder subscription, then you will not be able to use these features. You can purchase them by going to Marketplac...
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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...
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Angi Angi (formerly Angie's List) is a very popular service that consumers use to find service providers. When they narrow down what they are looking for, their information is then shared with service providers. If you choose to buy the lead, Ang...
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Overview In addition to tracking a user's regular appointment schedule, one can also create a record of company holidays, vacation time, personal appointments, staff meetings, or any impromptu departure from their regular schedules. You have tw...
