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Last Updated: 09/29/2025
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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Overview Services are the core of service minder scheduling system. They define how things are scheduled, workflow options as well as recurring or subscription appointment options. This article will review:
Settings and Navigati...
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Last Updated: 10/02/2025
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 M...
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Overview
Drips is an add-on feature available in serviceminder. If you don’t see Drips in your side navigation panel, this feature hasn’t been activated for your account. Please check with your brand administrator before purchasing.
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Overview There are not many settings attached to QuickBooks Online; however, we receive many questions about it. It is incredibly important to set up your QBO sync to service minder in the right way for your business and your accounting. It will...
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Overview This article outlines key settings that impact every proposal you send to contacts. To control master settings for all proposals, navigate to Control Panel > Proposals .
This article will review:
General Settings
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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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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, Angie...
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Overview Triggers are the "When" and Actions are the "What" . So you are telling service minder to look for something to happen and then do set into motion which actions. There are similarities between what you can do for both triggers and ...
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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...
