The New Customer Experience

Coming September 21, 2026: The features described in this article will be available on September 21. Overview ServiceMinder’s customer-facing pages have been refreshed to create a cleaner, more consistent experience throughout the custom...

Overview A proposal is the quote your customer receives for a job — from opening the link and reviewing their options to accepting the work and completing any required payment. The updated proposal page makes that journey easier to navigate, with...

Overview From reviewing an invoice to understanding an outstanding balance and completing payment, the updated customer experience makes it easier for customers to see what they owe and take the next step. This article walks throug...

Overview The Customer Account Portal gives your customers one place to manage their relationship with your business — from reviewing proposals and invoices to checking appointments, updating preferences, and viewing account information. ...