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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...
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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 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...
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Overview The Calendar module is the core tool for managing your schedule. It includes three views: Month, Week, and Day. In all views, you can download the displayed appointments, drag and drop to reschedule, or click to add new appointments. ...
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Overview Automatic payments are a convenient way to streamline billing by securely charging a customer's saved payment method on a set schedule or upon completion of a service. This helps businesses get paid faster, reduce manual work, and minimi...
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Overview The Maps page is simple at first glance, but its many features allow for strategic planning and execution of route schedules by utilizing the power of Geographic Zones (aka GeoZones).
This article will review:
Settings and...
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Overview
Many businesses have service agents who will potentially receive a tip from a customer. Make it easy for that customer to leave a tip via service minder payments when they are short on cash!
This article will review:
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Overview
Service Agents are intended for any person or resource that need to be scheduled. When you schedule an appointment on your calendar, you will choose which Service Agent(s) you need for that appointment. A person who logs in to ...
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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 ...
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Last Updated: 09/29/2025
in Getting Started Account Set-Up
Overview To fill in your general business information, g o to Control Panel > General Settings . This article will review each section of this page.
Please note that only certain User Permissions can access this area of service minder...
