-
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...
-
Overview This article outlines how to manage invoice behavior in service minder , including default settings, user permissions, approval workflows, payment configurations, and invoice terms. Whether you're looking to automate approvals, control p...
-
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...
-
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...
-
Overview
Service Agents are intended for any person or resource that need to be scheduled. When you schedule an appointment on your calendar, you will choose which Service Agent(s) you need for that appointment. A person who logs in to ...
-
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...
-
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...
-
Overview Triggers are the "When" and Actions are the "What" . So you are telling service minder to look for something to happen and then do set into motion which actions. There are similarities between what you can do for both triggers and ...
-
Overview
Automated emails are sent by service minder when certain events happen, such as an appointment is scheduled or completed. By default, each organization has the exact same versions of these emails. However, a brand may choose to ed...
-
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....
