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Overview
Ad Hoc Emails allow you to send customized, pre-formatted messages to contacts while automatically pulling in details about the customer, appointments, proposals, or invoices. These templates save time, ensure consistency, and...
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Overview
Automated emails are sent by service minder when certain events happen, such as an appointment is scheduled or completed. By default, each organization has the exact same versions of these emails. However, a brand may choose to ed...
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Last Updated: 12/05/2025
in Marketing and Templates
Overview
Ad Hoc Forms are customizable, customer-facing documents used to gather signatures. These forms can be added to proposals, appointments, or invoices and are fully viewable and printable by your customers. Because they support shortco...
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Overview
This page details some of the most common QuickBooks Online Errors that our users might encounter when syncing invoices or payments.
Any QuickBooks syncing errors displayed in the ServiceMinder system originate from QuickBoo...
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Overview A Call To Action (CTA) is a common marketing term used to describe what you want the viewer to do. In the case of your proposals, the call to action is to view the proposal. If it's an invoice, then the call to action is to get them to...
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Overview
If you are new to a visual WYSIWYG (What You See Is What You Get) editor—commonly found in email and blog platforms—you may feel unsure about how to properly format or style your email templates. This guide outlines common questi...
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Overview
Text Messaging Templates allow you to create reusable text messages that can be sent to clients manually or automatically. These templates are created within the Ad Hoc Email editor and can support a variety of communication work...
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Overview Tracking performance data shouldn't be a manual chore. With service minder 's Report Subscriptions add-on, brands and organizations can automate the delivery of key reports and data exports, saving time and ensuring consistent visibi...
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Last Updated: 12/02/2025
in Marketing and Templates
Overview
Offer codes are a valuable way to improve proposal conversion rates. When prospects do not initially accept a proposal, you can use an offer code to encourage them to take action.
Offer codes rely on Parts , so you must have ...
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Last Updated: 12/02/2025
in Operations and Reports
Overview
Custom Fields allow your organization or brand to capture additional information that is not included in the standard serviceminder fields. They are useful for storing unique operational details, collecting data required for repo...
