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Last Updated: 09/02/2025
in Getting Started Account Set-Up Overview When you first get an EIN Number, the IRS sends you an EIN Confirmation Letter (CP 575). If you got your EIN Number online, you can download the CP 575 online If you got your EIN Number by mail or fax, the IRS will mail you a CP 575 (it’s...
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Last Updated: 09/02/2025
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 separat...
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Last Updated: 09/02/2025
in Marketing and Templates
Overview Offer codes are a great way to help improve your proposal conversion rates. For prospects who don't initially select your proposal, you can use offer codes to try and entice them to buy. Offer Codes rely on Parts, so you need to have a...
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Last Updated: 09/02/2025
in Contact Management
Overview This page covers additional features around labeling multiple Contacts under a single "controlling" Contact to make it easier for billing and scheduling. Need some extra contact information on your customer? Does one property manager hav...
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Last Updated: 09/02/2025
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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Last Updated: 09/02/2025
in Getting Started Account Set-Up
Overview To fill in your general business information, g o to Control Panel > General Settings . This article will review each section of this page.
Please note that only certain User Permissions can access this area of service minder...
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1. Is there a way to cancel the start of an appointment if you accidentally hit start? In the app there's an "Unstart" option, if you go to the appointment. You can also go to the appt in the web view, click Edit, and scroll down to the bottom a...
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Overview This article will review:
Settings and Navigation
Creating and Managing a Project
Tracking and Visualizing Projects
Project Invoicing Options
FAQs
Watch a Project Management and Scheduling Webin...
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Overview
These are settings and descriptions based around communication for appointments with Contacts. These include En Route messages as well as sending confirmations and reminders for booked appointments in text and email formats.
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Last Updated: 08/29/2025
in Getting Started
First-Time Login Instructions When someone creates a user account for you in service minder , you should get an email prompting you to set your password. If that email does not come through to your inbox right away, you can follow these steps: ...
