Updated Articles | Page 2

ServiceMinder|Pay - Token Transfers

Last Updated: 03/05/2026 in Proposals, Invoices, and Payments Payments ServiceMinder Pay

Migrating Tokens to ServiceMinder Pay If you're switching your payment processing to ServiceMinder Pay , you may need to transfer existing card tokens from your current provider. The process varies depending on your current processor. Before r...
Managing Users and Service Agents in Organizations

Last Updated: 02/27/2026 in Brand Administration Managing Organizations

Overview This article is for Brand Administrators. Actions explained in this article require access to the Dashboard. This article will review: Settings and Navigation Managing Users Managing Service Agents Permissio...
Automatic Payments, Recurring Billing, and Consolidated Statements

Last Updated: 02/06/2026 in Proposals, Invoices, and Payments Payments

Overview ServiceMinder offers several flexible billing options designed to reduce manual work, improve cash flow, and simplify the customer experience. This article explains how each option works, when to use it, and how they fit toge...
ServiceMinder|Pay - FAQs and Glossary

Last Updated: 02/05/2026 in Proposals, Invoices, and Payments Payments ServiceMinder Pay

This article will review: General FAQs Chargeback FAQs Glossary of Terms Guide to Using the Forward Merchant Portal General FAQs Who do I contact for help? Email support@serviceminder.com . ...
Service Settings: Invoicing Mode

Last Updated: 02/02/2026 in Services and Parts Services

Overview Invoicing Mode settings determine how and when invoices are created from your services in service minder . Each service can be configured with both a Finish Action (what happens when an appointment ends) and an Invoicing Mod...
Web Navigation

Last Updated: 01/30/2026 in Getting Started Navigation

How to navigate serviceminder.
Proposals in the Mobile App

Last Updated: 01/29/2026 in Mobile App

Overview This article walks through how to create and send a proposal in ServiceMinder, from selecting a contact to reviewing pricing, deposits, and delivery options. You’ll also learn how to schedule an appointment directly from an accepte...
TaskBoards

Last Updated: 01/22/2026 in Operations and Reports Taskboards and Drips

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...
Pricing Bands

Last Updated: 01/20/2026 in Services and Parts Parts and Add-Ons

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...
Service Settings: Duration and Pricing

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....