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Overview If you have a payment processor connected in your service minder account, you can take deposits on your proposals and appointments.
This article will review:
Settings and Navigation
Where Do Deposits Go?
Moving ...
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Last Updated: 09/28/2026
in What's New? Latest Updates
The updates described in this article will be made available on Monday , September 28, 2026 .
Cleaner Card-on-File Controls for Invoices and Proposals
What's Changing
The Card on File Optional? setting in Control Panel ...
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Overview
The ServiceMinder app keeps the tools you use most often within easy reach while you’re working in the field.
The main navigation is organized into four tabs at the bottom of the screen:
Schedule - View and manag...
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Overview
The new ServiceMinder mobile app is built around a simple idea: the less time you spend hunting for information, switching between tools, or following up on things you could already know, the more time you have to get work done. ...
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Overview
Recurring Appointments is a scheduling option which allows you to create appointments that are set to occur on a regular basis. If you need to revisit a customer every two weeks on Wednesday at 9:00 am, this would be the way to d...
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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
Permission ...
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Overview ServiceMinder controls what each user can see and do through three layers, all configured onthe user edit page (Users → click a user → Permissions tab). Standard Permissions — settings that apply to every user, like whether they can ...
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Last Updated: 09/21/2026
in Mobile App Classic Mobile App
Looking for the new ServiceMinder mobile app?
This article covers ServiceMinder Classic . A new ServiceMinder mobile app is now available with updated workflows, navigation, and field tools. Visit The New Mobile App section to learn mo...
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Last Updated: 09/21/2026
in Mobile App Classic Mobile App
Looking for the new ServiceMinder mobile app?
This article covers ServiceMinder Classic . A new ServiceMinder mobile app is now available with updated workflows, navigation, and field tools. Visit The New Mobile App section to learn ...
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Last Updated: 09/21/2026
in Mobile App Classic Mobile App
Looking for the new ServiceMinder mobile app?
This article covers ServiceMinder Classic . A new ServiceMinder mobile app is now available with updated workflows, navigation, and field tools. Visit The New Mobile App section to learn mo...
