Updated Articles

  1. Full List of Triggers and Actions

    Overview Triggers are the "When" and Actions are the "What" . So you are telling service minder  to look for something to happen and then do set into motion which actions. There are similarities between what you can do for both triggers and ...
  2. Email Campaigns

    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 confi...
  3. 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...
  4. Marketing and Reputation Management Integrations

    Birdeye Collect reviews, convert leads, run surveys, text customers - all in one place. As soon as an appointment is completed or a customer is invoiced, we'll automatically send their info over to Birdeye. They'll take everything from there. W...
  5. What's New in ServiceMinder: August 28, 2026

    Maps & Routing Find the Starting Point Faster Starting addresses now have their own distinct map marker. Stops continue to be color-coded by assigned Service Agent, but the route’s starting location now stands apart from the rest of the map...
  6. Grid Custom Fields and the Grid Report

    Overview Grid Custom Fields give you a structured way to capture repeatable information on appointments. With the latest enhancements, grids can collect more flexible data and feed that information into a dedicated Grid Report for complia...
  7. What's New in ServiceMinder: August 14, 2026

    Recent updates include new ways to work with maps and routes, expanded Grid Custom Fields and reporting, more flexible recurring services, additional scheduling and payment options, and significant performance improvements for TaskBoards. Appoin...
  8. What's New: Grid Custom Fields and the Grid Report

    Overview Grid Custom Fields give you a structured way to capture repeatable information on appointments. With the latest enhancements, grids can collect more flexible data and feed that information into a dedicated Grid Report for complia...
  9. Custom Fields

    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 reporting, or ...
  10. Understanding Route Optimization and Fleet Routing

    Overview Route Optimization and Fleet Routing are both add-on routing tools in service minder , and it's easy to mix them up since they live in the same part of the app and share a lot of the same underlying logic. The difference comes do...