Updated Articles | Page 4

User Permissions

Last Updated: 05/27/2026 in Getting Started Users and Service Agents

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 ...
Payment Methods, Payment Plans, and Recurring Billing

Last Updated: 05/22/2026 in Proposals, Invoices, and Payments Payments

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, Pay...
Recurring Appointments

Last Updated: 05/22/2026 in Calendar, Maps, and Scheduling Scheduling

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 do it. ...
Telephone and Virtual Phone VoIP

Last Updated: 05/19/2026 in Operations and Reports Integrations

RingCentral With RingCentral, you can view recent and historic call volume from the new Call Center and use the incoming call notifications to bring up customer records with a click or start adding a new contact with the phone number already fill...
Lead Generation

Last Updated: 05/19/2026 in Operations and Reports Integrations

Angi Angi (formerly Angie's List) is a very popular service that consumers use to find service providers. When they narrow down what they are looking for, their information is then shared with service providers. If you choose to buy the lead, Ang...
Typical Onboarding Timeline

Last Updated: 05/19/2026 in Brand Administration Onboarding

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...
Logging In and Password Security

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: ...
10DLC Campaign Compliance Checklist

Last Updated: 04/21/2026 in Operations and Reports Two-Way Texting

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 —...
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...
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 . ...