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Overview The Contact Portal serves two functions: allowing customers to view their account information and to self-schedule their appointments. You also have the choice to enable the online account feature while disabling online scheduling features...
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RingCentral With RingCentral, you can view recent and historic call volume from the new Call Center and use the incoming call notifications to bring up customer records with a click or start adding a new contact with the phone number already fill...
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Overview Triggers are the "When" and Actions are the "What" . So you are telling service minder to look for something to happen and then do set into motion which actions. There are similarities between what you can do for both triggers and ...
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Angi Angi (formerly Angie's List) is a very popular service that consumers use to find service providers. When they narrow down what they are looking for, their information is then shared with service providers. If you choose to buy the lead, Ang...
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Overview This is a general timeline of onboarding a new brand within service minder. These are the steps of the process that your brand most likely went through when they first joined service minder. Most likely, a brand will not need to go thr...
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Last Updated: 05/19/2026
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: ...
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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 ar...
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Birdeye Collect reviews, convert leads, run surveys, text customers - all in one place. As soon as an appointment is completed or a customer is invoiced, we'll automatically send their info over to Birdeye. They'll take everything from there. Wat...
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ServiceMinder — Client Resource. Based on Twilio review criteria & CTIA Short Code Handbook v1.9. First Draft — April 2026. Severity Guide
Sev 0 — Immediate rejection or suspension
Sev 1 — Serious — likely rejected
Sev 2 —...
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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 Marketplac...
