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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...
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Last Updated: 07/17/2026
in Brand Administration Overview Branding Email Campaigns are crucial for maintaining consistent communication with your customers, promoting new products or services, and driving engagement. It helps in building brand loyalty and can significantly impact your marketing...
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Last Updated: 07/17/2026
in Operations and Reports API
Overview
This guide outlines the recommended best practices for integrating with the ServiceMinder API. Following these guidelines will help you build secure, reliable, and scalable integrations while minimizing unnecessary API traffic.
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Overview ServiceMinder offers several flexible billing options designed to reduce manual work, improve cash flow, and simplify the customer experience.
This article explains how each option works, when to use it, and how they fit together.
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Last Updated: 07/16/2026
in Operations and Reports
Overview
Shortcodes are keywords that service minder uses to insert pieces of information into email and print templates. For example, an organization may want the service agent's name and appointment date/time included on an email tem...
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Overview Two-Way Texting gives your organization a dedicated business texting number and a full messaging workspace inside ServiceMinder. With this feature, your team can send and receive text messages directly with customers or service agents,...
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Overview
Brand-level Reports and Downloads can be found within the Dashboard. They each have their own tab at the top of the page. Reports can be viewed and worked with directly in service minder before downloading, whereas Downloads have ...
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Last Updated: 06/29/2026
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 wha...
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Last Updated: 06/26/2026
in Getting Started Navigation
Overview
Looking to get more familiar with the new NeoLight theme? Look no further! This page will review all of the major navigational changes between Classic and NeoLight.
This article will review:
Navigation Menu
Deta...
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Overview The Calendar module is the core tool for managing your schedule. It includes three views: Month, Week, and Day. In all views, you can download the displayed appointments, drag and drop to reschedule, or click to add new appointments. ...
