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Last Updated: 12/11/2025
in Getting Started Account Set-Up
Overview If you use QuickBooks Online as your bookkeeping software, you'll be happy to know we have an integration between the two platforms! Once the integration is active, our system can automatically sync relevant contact, invoice, and payment...
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Overview
While QuickBooks Online offers only a few configuration options for syncing with ServiceMinder, proper setup is essential. A well-configured connection prevents sync errors, reduces cleanup work, and ensures your financial data rem...
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Last Updated: 12/11/2025
in Operations and Reports
Overview
The Collateral Library is a place to store images and documents in service minder that you might use frequently. Think of it like Google Drive, but within the service minder system.
Lightbox is a place to review all pho...
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Last Updated: 12/11/2025
in Operations and Reports
Overview The store is an enhanced feature within service minder that allows a brand to purchase and restock products necessary to jobs from one place. It is different than inventory but can work in partnership with inventory to allow a brand a...
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Overview
ServiceMinder Drips allows you to hook into all sorts of events in real time. Drips is the heart of service minder automation and integration capabilities. If you really want to automate and optimize your business processes, D...
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Overview Drips is an add-on feature available in serviceminder. If you don’t see Drips in your side navigation panel, this feature hasn’t been activated for your account. Please check with your brand administrator before purchasing. Drips co...
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Overview
Two-Way Texting gives your organization a dedicated business texting number and a full messaging workspace inside ServiceMinder. With this feature, your team can send and receive text messages directly with customers or service...
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Overview
Email remains one of the most effective, low-cost ways to stay in touch with your customers, boost brand visibility, and generate revenue. While service minder already includes powerful communication tools like appointment confirm...
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Overview Print templates in ServiceMinder allow you to control the layout, structure, and content of the PDF documents generated throughout the platform. These templates determine what customers see when you print or share proposals, invoices, appo...
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Overview
A customer's Lead Source is broken into groups called Channels , then subgroups within each channel called Campaigns . Channels are a marketing term that could be similar to "marketing funnel" or "entrance to the brand." It r...
