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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...
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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 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. Drips co...
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Last Updated: 11/08/2024
in Operations and Reports API
Lead Capture - Add/Update Contacts Endpoint: https://serviceminder.io/api/contacts/addupdate Example payload: {
"Matches": [{
"Name": "Testing SM",
"Phone": "785-555-5555",
"Zip": "12345",
"Email": "te...
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Overview Once a proposal is accepted, it becomes locked and cannot be edited. If the customer wishes to make changes, you will need to create a change order. A change order acts like a proposal but is attached to the original proposal and labeled...
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Overview
To set up routing effectively, you'll need to define GeoZones, configure service settings, and build a route schedule. This guide walks you through each step, from creating GeoZones to assigning services and scheduling appoin...
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Last Updated: 05/28/2026
in Mobile App Overview The mobile app was initially designed for agents, in the field, to be able to start, work and finish appointments. Over the years, we've added more "owner in the field" capabilities and access so business owners can "run their business" on...
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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?
Movin...
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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...
