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- About ACH (eChecks)
- Payment Methods, Payment Plans, and Recurring Billing
- Credit Memos and Write Offs
- Declines and Refunds
- Overpayment and Account Statements
- Automatic Payments, Recurring Billing, and Consolidated Statements
- Finance and Surcharge Fees
- Discounts and Markups
- ServiceMinder|Pay
- Accepting Payments
- Top 10 Questions: Proposals
- Top 10 Questions: Invoices
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- Open API
- Organization-Level Download API
- DataSubscriber Download API
- DataSubscriber Feed API
- API Key Configuration
- API Payload Examples
- Building a Data Warehouse
- API - Data Warehouse and Appointments
- Appending Contact Data Using Forms
- Download Paging
- Lead Distribution
- Using ServiceMinder's API - Intermediate to Advanced
- Collateral Library and Lightbox
- MailDrop
- Feedback & Issues
- Shortcodes
- Custom Fields
- Call Center
- Snippets
- Opt-in Contact Sharing
- Managing the Store
- Vehicle Tracking
- DotLiquid Scripting Basics
- DotLiquid Scripting Tags
- DotLiquid Scripting Filters
- Tasks
Users and Service Agents
Articles
User Settings
Overview Everyone who needs to log in to service minder must be set up as a User. Users must have a name and an email address. Any user who will also be going on appointments will need a Service Agent created and connected to their User.
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User Permissions
Overview ServiceMinder controls what each user can see and do through three layers, all configured onthe user edit page (Users → click a user → Permissions tab). Standard Permissions — settings that apply to every user, like whether they can ...
User Notifications
Overview ServiceMinder offers a robust suite of email and notification options to keep your team and clients informed. Notifications can be sent to internal users, service agents, and external contacts. This guide covers how to configure internal...
