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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...
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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 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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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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Last Updated: 09/02/2025
in Getting Started Account Set-Up Overview When you first get an EIN Number, the IRS sends you an EIN Confirmation Letter (CP 575). If you got your EIN Number online, you can download the CP 575 online If you got your EIN Number by mail or fax, the IRS will mail you a CP 575 (it’s...
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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 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: 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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Overview If you have a payment processor connected in your service minder account, you can take deposits on your proposals and appointments.
This article will review:
Settings and Navigation
Where Do Deposits Go?
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