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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 Revert Start option if you tap the three dot icon on the appointment. You can also go to the appt in the web view, click Edit, and s...
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Last Updated: 08/14/2026
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 reporting, or ...
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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 Templ...
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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?
Moving ...
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Angi Angi (formerly Angie's List) is a very popular service that consumers use to find service providers. When they narrow down what they are looking for, their information is then shared with service providers. If you choose to buy the lead, Ang...
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Last Updated: 10/23/2026
in Getting Started Overview If you have a question or encounter an issue, you have two primary options for support: Contact your Brand Administrator Submit a Support Ticket through Got a Question? in ServiceMinder ServiceMinder does not provide real-ti...
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Last Updated: 06/15/2026
in Getting Started Navigation
Overview In ServiceMinder, a Grid refers to an interactive, spreadsheet-style list used to display and manage large sets of data. Grids allow you to quickly sort, filter, and take action on items—such as launching an email campaign, tagging con...
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Overview
Part Categories and Sub Categories are essential tools for organizing and managing large inventories within service minder . By grouping parts into logical categories and subcategories, users can streamline part selection, impr...
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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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Overview The Time Clock feature in service minder enables organizations to track user work hours by allowing users to clock in and out through the mobile app or desktop interface. This guide outlines how to enable the feature, how users interact...
