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Last Updated: 08/27/2026
in Operations and Reports
Overview
Grid Custom Fields give you a structured way to capture repeatable information on appointments. With the latest enhancements, grids can collect more flexible data and feed that information into a dedicated Grid Report for complia...
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Last Updated: 08/21/2026
in What's New? Latest Updates
Recent updates include new ways to work with maps and routes, expanded Grid Custom Fields and reporting, more flexible recurring services, additional scheduling and payment options, and significant performance improvements for TaskBoards. Appoin...
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Last Updated: 08/14/2026
in What's New? Latest Updates
Overview
Grid Custom Fields give you a structured way to capture repeatable information on appointments. With the latest enhancements, grids can collect more flexible data and feed that information into a dedicated Grid Report for complia...
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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
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 Se...
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Overview
Route Optimization and Fleet Routing are both add-on routing tools in service minder , and it's easy to mix them up since they live in the same part of the app and share a lot of the same underlying logic. The difference comes do...
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Overview
Route Optimization rearranges appointments already assigned to a Service Agent or team and updates their suggested start times to create a more efficient route with less drive time between stops.
It works with one Service Ag...
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Last Updated: 08/11/2026
in Contact Management
Overview Contact Settings can be found in the Control Panel.
This article will review:
General Settings
Presentation
Defaults
General Settings
Learn more about Contact Managed By and Contact Ow...
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Overview Scheduling configurations will determine the frequency of appointments you are offering, how appointments display on your calendar, whether or not customers can schedule their own appointments in the contact portal and much more. This ...
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Overview The Maps page is simple at first glance, but its many features allow for strategic planning and execution of route schedules by utilizing the power of Geographic Zones (aka GeoZones).
This article will review:
Settings and...
