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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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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
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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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 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 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 ACH payment processing refers to the electronic transfer of money between bank accounts via the Automated Clearing House (ACH) network. It's a secure and efficient way to move funds, commonly used for direct deposits, bill payments, and ...
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Overview Templates are a time-saving way to generate Proposals and Projects for common services. Instead of manually copying a Proposal and reassigning it to a new customer, using a Template is faster and reduces errors.
Proposal Tem...
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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 a...
