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Overview
Discounts and markups allow you to adjust the pricing of items on your proposals or invoices, giving you flexibility to reward customers, account for special circumstances, or adjust for costs. In this section, we’ll guide you st...
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Last Updated: 01/05/2026
in Mobile App Overview Mobile App users may view CompanyCam (one of our 3rd party integrations) videos saved to a Contact. Once a CompanyCam video is stored to a contact's details, that video is accessible in service minder , both on the Web App, and now, in...
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Last Updated: 01/02/2026
in Getting Started Navigation
Overview In ServiceMinder, a Grid refers to an interactive, spreadsheet-style list used to display and manage large sets of data. Grids allow you to quickly sort, filter, and take action on items—such as launching an email campaign, tagging c...
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Last Updated: 01/02/2026
in Operations and Reports
Overview
Shortcodes are keywords that service minder uses to insert pieces of information into email and print templates. For example, an organization may want the service agent's name and appointment date/time included on an email tem...
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Last Updated: 01/02/2026
in Brand Administration
Overview
The Configuration section contains all of your brand-level settings. These settings are initially reviewed and configured during onboarding, based on your brand’s preferences and operational decisions. While the onboarding team h...
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Overview You can set up Terms & Conditions for your proposals as well as Above the Fold text for both proposals and invoices. This allows you to customize your messaging as well as supply pertinent terms for the customers' approval. These fi...
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Overview The Calendar module is the core tool for managing your schedule. It includes three views: Month, Week, and Day. In all views, you can download the displayed appointments, drag and drop to reschedule, or click to add new appointments. ...
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Last Updated: 12/22/2025
in Getting Started Navigation
Overview
Looking to get more familiar with the new NeoLight theme? Look no further! This page will review all of the major navigational changes between Classic and NeoLight.
This article will review:
Settings and Navigati...
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Overview
Part Distribution refers to the functionality within service minder to automatically or manually attach parts (aka items) that are necessary for an appointment.
You can utilize Part Distribution for either Recurring or...
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Last Updated: 12/19/2025
in Operations and Reports
Overview As part of service minder 's integrations, two VoIP (Voice over Internet Protocol) business phone providers ( RingCentral and OpenPhone ) will show call logging in a section called Call Center . This area will log inbound calls, ou...
