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Last Updated: 10/09/2026
in What's New? Latest Updates
The updates described in this article will be available on Wednesday ,October 14, 2026 .
Pre-selected and Required Options on Proposal Templates
What's Changing
Proposal Templates now have the same Pre-selected and Requ...
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Last Updated: 10/08/2026
in What's New? Previous Updates Overview
Your map just got a lot more useful. It now shows individual appointments (not just contacts), lets you bulk-reschedule straight from the map, and displays pins and tooltips that reflect real-time status. Route Builder also got two upg...
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Overview
Checklists show up on the My Schedule page when a User first logs into the web. This compliments having checklists presented on the home menu page in the app. Checklists are listed on the associated user's details page in a new t...
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Fleet Routing also includes the Route Optimization feature. Not sure which routing tool to use?
Check out the article Understanding Route Optimization and Fleet Routing .
Overview Fleet Routing assigns and optimizes a group of app...
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Last Updated: 10/07/2026
in Getting Started
Overview
This article explains how to sign in to serviceminder and keep your account secure. It covers first-time login, why every user needs their own login, password requirements, and multi-factor authentication (MFA), including how Brand...
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Overview Managing how and when your customers pay is a crucial part of running a smooth operation in serviceminder. This article provides an overview of the different tools available to help you streamline payments, including Payment Methods, Payme...
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Overview
The Customer Account Portal gives your customers one place to manage their relationship with your business — from reviewing proposals and invoices to checking appointments, updating preferences, and viewing account information.
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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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Overview Parts are the building blocks of an appointment. They represent the items, materials, or processes involved in a given service. On invoices, each part appears as a separate line item. Since every company defines and uses parts differentl...
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Overview Automatic payments are a convenient way to streamline billing by securely charging a customer's saved payment method on a set schedule or upon completion of a service. This helps businesses get paid faster, reduce manual work, and minimi...
