-
Overview The Contact Portal serves two functions: allowing customers to view their account information and to self-schedule their appointments. You also have the choice to enable the online account feature while disabling online scheduling features...
-
Overview
This article outlines how to manage invoice behavior in service minder , including default settings, user permissions, approval workflows, payment configurations, and invoice terms. Whether you're looking to automate approvals, con...
-
Overview
There are several reports that have to do with Invoices. This article will focus on the top used Invoice reports.
This article will review:
Invoice Audit Report
Invoice Details Report
Invoice R...
-
Last Updated: 06/23/2025
in Mobile App
Overview
1. Find the Contact
From the home screen , use the search bar to find the customer.Type their name and press Return or tap the blue magnifying glass icon.Select the contact’s name to open their Contact Details page....
-
Overview The Time Clock feature in service minder enables organizations to track user work hours by allowing users to clock in and out through the mobile app or desktop interface. This guide outlines how to enable the feature, how users intera...
-
Overview service minder supports templating for email messages, text and voice messages and printed documents. The composition languages for each are different, but the underlying personalization and customization features are identical. Whethe...
-
Last Updated: 06/16/2025
in Marketing and Templates
Overview Ad Hoc Forms are customizable and able to be viewed or printed by customers. Settings and Navigation To access Ad Hoc Forms, go to Control Panel > Ad Hoc Forms . Setup Ad Hoc Forms Create a Name and Title for the form not forget...
-
Overview
Use Proposal Bundling to combine multiple proposals into a single offer for a customer. This is used for scenarios where you want to present a "pick one of" type scenario to the customer. It's also a way to present multiple servi...
-
Overview
Understanding where your leads come from is essential to measuring marketing effectiveness and optimizing ROI. ServiceMinder supports UTM (Urchin Tracking Module) campaign tracking , enabling you to associate leads and revenue with ...
-
Last Updated: 06/13/2025
in Contact Management
Overview
Tags and Categories allow you to separate your contacts into various groups. Each contact only has one Category, but can be assigned multiple Tags. You can change a contact's tags and categories as needed.
Think of Categories ...
