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Last Updated: 07/09/2025
in Operations and Reports API Overview ServiceMinder has an open API, which means that outside platforms can send and receive data to service minder , as long as they have an active API key (created inside of service minder .) The most common usage ...
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Overview
Recurring Appointments is a scheduling option which allows you to create appointments that are set to occur on a regular basis. If you need to revisit a customer every two weeks on Wednesday at 9:00 am, this would be the way to d...
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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 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: 09/21/2026
in Mobile App Classic Mobile App
Looking for the new ServiceMinder mobile app?
This article covers ServiceMinder Classic . A new ServiceMinder mobile app is now available with updated workflows, navigation, and field tools. Visit The New Mobile App section to learn ...
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Overview Imagine being able to organize your workflow visually by moving tasks, prospects, appointments, or proposals through stages just like a sales or project pipeline. That’s the concept behind TaskBoards . TaskBoards allow you to group conta...
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Overview In this article, we walk you through how to investigate payment declines and process refunds. There are two ways to refund: either a payment or a deposit. Payments are on invoices while deposits are on proposals.
This article wi...
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Overview
Email remains one of the most effective, low-cost ways to stay in touch with your customers, boost brand visibility, and generate revenue. While service minder already includes powerful communication tools like appointment confi...
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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 ServiceMinder payments when they are short on cash!
This article will review:
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Last Updated: 01/20/2026
in Services and Parts Services
Overview
This article explores the Duration and Pricing section of the Service settings page ( Control Panel > Services > Edit or Add ).
This article will review:
About Duration and Pricing Settings
Base Price vs....
