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Last Updated: 07/17/2026
in Operations and Reports API
Overview
This guide outlines the recommended best practices for integrating with the ServiceMinder API. Following these guidelines will help you build secure, reliable, and scalable integrations while minimizing unnecessary API traffic.
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Last Updated: 07/16/2026
in Operations and Reports
Overview
Shortcodes are keywords that service minder uses to insert pieces of information into email and print templates. For example, an organization may want the service agent's name and appointment date/time included on an email tem...
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Overview Two-Way Texting gives your organization a dedicated business texting number and a full messaging workspace inside ServiceMinder. With this feature, your team can send and receive text messages directly with customers or service agents,...
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Overview
Brand-level Reports and Downloads can be found within the Dashboard. They each have their own tab at the top of the page. Reports can be viewed and worked with directly in service minder before downloading, whereas Downloads have ...
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Last Updated: 06/29/2026
in Operations and Reports API Overview As with all things in service minder , there are settings controlled by the organization and higher levels of control at the brand-level. The distinction between organization (franchisee) and brand (franchisor) allows for separation of wha...
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Last Updated: 06/26/2026
in Getting Started Navigation
Overview
Looking to get more familiar with the new NeoLight theme? Look no further! This page will review all of the major navigational changes between Classic and NeoLight.
This article will review:
Navigation Menu
Deta...
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Overview The Calendar module is the core tool for managing your schedule. It includes three views: Month, Week, and Day. In all views, you can download the displayed appointments, drag and drop to reschedule, or click to add new appointments. ...
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Last Updated: 06/15/2026
in Getting Started Navigation
Overview In ServiceMinder, a Grid refers to an interactive, spreadsheet-style list used to display and manage large sets of data. Grids allow you to quickly sort, filter, and take action on items—such as launching an email campaign, tagging con...
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Last Updated: 06/11/2026
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...
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Last Updated: 06/11/2026
in Operations and Reports API
Overview The Download API allows individual franchise locations to automate data extraction without requiring setup at the brand level. This means an organization (franchisee) can configure its own API access independently, which is especially us...
