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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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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...
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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...
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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 . ...
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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...
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Last Updated: 01/30/2026
in Getting Started Navigation How to navigate serviceminder.
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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...
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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...
