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Overview Ad hoc email templates are designed to be used when you want to send an email to a contact and have it automatically populated with information about them, an appointment, a proposal or an invoice. From a Contact or Appointment Detail pa...
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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
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 ...
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Last Updated: 05/20/2025
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" ...
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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 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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Overview Deployment refers to the ability for Brand Admins to send out configurable settings from one org to the other. The purpose of this feature is to allow the brand to make decisions about email templates, parts lists, etc., then build and...
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1. Why can’t I merge these two invoices? These invoices can be merged, but you must move any payments first. Merging invoices does not move payments, and the system blocks merging if both invoices have payments. To move a payment: Open t...
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Last Updated: 09/29/2025
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 c...
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Last Updated: 08/16/2024
in Operations and Reports
Overview Custom Fields allow an organization or brand to include more unique information fields or identifiers needed for operations. For instance, a popular Custom Field for Contacts, is including if they are Residential or Commercial customer...
