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Overview
Pricing Bands are used to set up more dynamic pricing elements for Services and Parts . The list of bands are indexed by the quantity to determine the effective price for a given line. In both cases, the quantity entered for t...
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Last Updated: 01/20/2026
in Services and Parts Services
Overview
This article explores the Duration and Pricing section of the Service settings page ( Control Panel > Services > Edit or Add ).
This article will review:
About Duration and Pricing Settings
Base Price vs....
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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 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
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...
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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...
