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Overview Imagine being able to organize your workflow visually by moving tasks, prospects, appointments, or proposals through stages just like a sales or project pipeline. That’s the concept behind TaskBoards . TaskBoards allow you to group conta...
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Overview
Pricing Bands are used to set up more dynamic pricing elements for Services and Parts . The list of bands are indexed by the quantity to determine the effective price for a given line. In both cases, the quantity entered for t...
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Last Updated: 01/20/2026
in Services and Parts Services
Overview
This article explores the Duration and Pricing section of the Service settings page ( Control Panel > Services > Edit or Add ).
This article will review:
About Duration and Pricing Settings
Base Price vs....
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Overview
Discounts and markups allow you to adjust the pricing of items on your proposals or invoices, giving you flexibility to reward customers, account for special circumstances, or adjust for costs. In this section, we’ll guide you st...
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Last Updated: 01/05/2026
in Mobile App Overview Mobile App users may view CompanyCam (one of our 3rd party integrations) videos saved to a Contact. Once a CompanyCam video is stored to a contact's details, that video is accessible in service minder , both on the Web App, and now, in...
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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
Route Optimization and Fleet Routing are both add-on services. If you have not purchased them as part of your service minder subscription, then you will not be able to use these features. You can purchase them by going to Marketpl...
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Last Updated: 01/02/2026
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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Last Updated: 01/02/2026
in Brand Administration
Overview
The Configuration section contains all of your brand-level settings. These settings are initially reviewed and configured during onboarding, based on your brand’s preferences and operational decisions. While the onboarding team h...
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Overview
This article will review:
Settings and Navigation
Standard Permissions
Schedule/Inventory Permissions
Full List of User Permissions
Permission Groups
FAQs
Settings and Navigat...
