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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 service minder payments when they are short on cash!
This article will review:
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Overview This article outlines key settings that impact every proposal you send to contacts. To control master settings for all proposals, navigate to Control Panel > Proposals .
This article will review:
General Settings
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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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Overview
Discounts and markups allow you to adjust the pricing of items on your proposals or invoices, giving you flexibility to reward customers, account for special circumstances, or adjust for costs. In this section, we’ll guide you st...
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Last Updated: 10/29/2025
in Operations and Reports
Overview
Keeping track of company vehicles can be challenging when drivers are constantly on the road. While ServiceMinder can track mobile app users’ locations, this only works if tracking permissions are enabled on their phones and the app ...
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Overview Parts are the building blocks of an appointment. They represent the items, materials, or processes involved in a given service. On invoices, each part appears as a separate line item. Since every company defines and uses parts differentl...
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Overview ServiceMinder supports core Markdown syntax for styling content used across the platform — from proposal descriptions to automated emails and ad hoc templates. You can use headings, emphasis, lists, links, images, and more to ensure your c...
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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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Last Updated: 12/11/2025
in Operations and Reports
Overview
The Collateral Library is a place to store images and documents in service minder that you might use frequently. Think of it like Google Drive, but within the service minder system.
Lightbox is a place to review all pho...
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Last Updated: 10/23/2025
in Operations and Reports API
Overview As with all things in service minder , there are settings controlled by the organization and higher levels of control at the brand-level. The distinction between organization (franchisee) and brand (franchisor) allows for separation of w...
