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Last Updated: 07/28/2025
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 i...
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Overview There are many reports that you can run in service minder . These are three appointment-specific ones for monthly or year-over-year reporting. Appointment Reports Go to Reports > Reports tab to find the following. Appointmen...
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General FAQs Who do I contact for help? Email support@serviceminder.com . One team handles it all. What are the fees and rates for serviceminder|pay? serviceminder|pay uses transparent, flat-rate pricing. Credit card transactions cost ...
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Overview The Pipeline report provides a summary of your entire revenue pipeline. You can filter by date range, GeoZone, Service, or Accounting Classes. Main Information The top bar contains the fields for modifying the date range of the report...
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Overview This page discusses built-in reporting specifically for proposals. If these reports do not include the information for strategic initiatives for specific KPIs, we do offer ways of exporting data outside of service minder to data analysi...
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Overview
This section discusses additional ways of paying multiple invoices for larger commercial clients. However, these are options that are possible to do for residential, single customers as well. Typically, these are only really utilized...
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You have multiple options when it comes to how and when you link your bank account to receive your payouts. Linking Your Bank Account: Application Submission Log into the Merchant Portal. Once signed in, navigate to Settings > Bank Accoun...
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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 confirmat...
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Your business "vitals" - P&L's, balance sheets, operations data - are vital to your success. service minder supports the following integrations: Quickbooks Online Paro Paro is a full-service, outsourced finance department for small business...
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Last Updated: 07/17/2025
in Services and Parts Services
Overview Services are the core of service minder scheduling and workflow. Every appointment, proposal and invoice will have a Service associated with it. The name you give a service is what will show up when you're scheduling, for example, or cr...
