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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 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 Proposal Options gives you the ability to group detail lines together to give the contact options they can select. Detail Lines are grouped together with the same Option Name. As you add additional lines, you can start typing an option...
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Overview If you need to make sure your trucks always carry at least "100 widgets" at all times, ServiceMinder’s Inventory Tracking can help. While it doesn’t provide detailed accounting-style tracking (such as FIFO or LIFO), its purpose is to let...
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Last Updated: 09/30/2025
in Services and Parts Services
Overview Services are the core of service minder scheduling and workflow. Every appointment, proposal and invoice will have a Service associated with it. The name you give a service is what will show up when you're scheduling, for example, or ...
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Birdeye Collect reviews, convert leads, run surveys, text customers - all in one place. As soon as an appointment is completed or a customer is invoiced, we'll automatically send their info over to Birdeye. They'll take everything from there. W...
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Overview service minder Drips allows you to hook into all sorts of events in real time. Drips is the heart of service minder automation and integration capabilities. You can build sophisticated automations and integrations. If you really want t...
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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 Marketpl...
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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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1. Is there a way to cancel the start of an appointment if you accidentally hit start? In the app there's an "Unstart" option, if you go to the appointment. You can also go to the appt in the web view, click Edit, and scroll down to the bottom...
