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Last Updated: 12/04/2025
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:
Settings and Navigation...
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Overview A Call To Action (CTA) is a common marketing term used to describe what you want the viewer to do. In the case of your proposals, the call to action is to view the proposal. If it's an invoice, then the call to action is to get them to...
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Overview
If you are new to a visual WYSIWYG (What You See Is What You Get) editor—commonly found in email and blog platforms—you may feel unsure about how to properly format or style your email templates. This guide outlines common questi...
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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 Tracking performance data shouldn't be a manual chore. With service minder 's Report Subscriptions add-on, brands and organizations can automate the delivery of key reports and data exports, saving time and ensuring consistent visibi...
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Last Updated: 12/02/2025
in Marketing and Templates
Overview
Offer codes are a valuable way to improve proposal conversion rates. When prospects do not initially accept a proposal, you can use an offer code to encourage them to take action.
Offer codes rely on Parts , so you must have ...
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Last Updated: 12/02/2025
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 repo...
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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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Last Updated: 11/24/2025
in Marketing and Templates
Overview
Successful email delivery depends on a combination of technical setup, content quality, and user engagement. This article covers how service minder handles email delivery using industry best practices, explains how to interpret ...
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Overview You can set up Terms & Conditions for your proposals as well as Above the Fold text for both proposals and invoices. This allows you to customize your messaging as well as supply pertinent terms for the customers' approval. These fiel...
