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Overview These are the most frequently asked questions about Proposals within service minder . 1. What is the difference between "Won" and "Accepted" proposals? Accepted : Shows only proposals currently in the “Accepted” status in the ...
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Last Updated: 11/25/2025
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
ServiceMinder does not provide real-time phone support. Instead, we use a...
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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 intera...
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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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Overview
Part Distribution refers to the functionality within service minder to automatically or manually attach parts (aka items) that are necessary for an appointment.
You can utilize Part Distribution for either Recurring or...
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Overview
Text Messaging Templates allow you to create reusable text messages that can be sent to clients manually or automatically. These templates are created within the Ad Hoc Email editor and can support a variety of communication work...
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Overview
Accepting payments in service minder is streamlined and flexible, supporting a variety of payment methods and gateways to help businesses get paid quickly and efficiently. This article provides a brief overview of how payments are...
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Last Updated: 01/02/2026
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 c...
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Overview
Color blocks can be enabled to help you visualize the appointments on your calendar. You may find it helpful to glance at an appointment and tell by the color block which service is being provided or quickly tell how busy a Ser...
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Last Updated: 10/23/2025
in Operations and Reports API
Overview The Download API allows individual franchise locations to automate data extraction without requiring setup at the brand level. This means an organization (franchisee) can configure its own API access independently, which is especially us...
