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The Digital Accelerator for Leading Home Service Brands HouseAccount is the first-of-its-kind digital platform that empowers leading home service providers to offer a seamless, end-to-end customer experience. Our white-label solution integrates...
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RingCentral With RingCentral, you can view recent and historic call volume from the new Call Center and use the incoming call notifications to bring up customer records with a click or start adding a new contact with the phone number already fill...
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Call Center API Keys In order to ensure it's linked up correctly, the API key needs to have the Call Center Provider selected in the dropdown menu. For services to be available for booking through an API key, they must be set to self-se...
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Overview To set up a webhook so you can send leads from Zapier to service minder , first create an API key ( Control Panel > API Keys ). Be sure to set how you want to handle duplicates. You can set a default channel/campaign for the API key but ...
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Overview Accounting classes are ways that include royalties with owned territories for a more comprehensive end of period reporting. Usually, the service minder team sets this up for the brand during onboarding. If you have a new franchisee onbo...
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Created On: 11/27/2024
in Webinars
Overview The Job Costing/Margins section of Proposals has been recently updated to make the entire process easier. On this webinar, one may see the new functionality, see the reports involved and hear questions and answers from the group. Vi...
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Published On: 11/07/2024
in Operations and Reports API
Overview The service minder open API is designed primarily to support integrations for websites and call centers. Reporting There are three ways to use your data within service minder in outside reporting, analytic tools. API Wareh...
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Published On: 11/07/2024
in Operations and Reports API
Lead Capture - Add/Update Contacts Endpoint: https://serviceminder.io/api/contacts/addupdate Example payload: {
"Matches": [{
"Name": "Testing SM",
"Phone": "785-555-5555",
"Zip": "12345",
"Email": "te...
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Published On: 11/07/2024
in Operations and Reports API
Downloads The Data Subscriber endpoints support creating requests for data downloads and also polling for status and fetching the results. All of the formats of the downloads as well as filtering parameters match those found on the web under Dash...
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Published On: 11/07/2024
in Operations and Reports API
Overview The DataSubscriber feed API allows one to collect events which they want service minder to capture. We support three types of events: Appointment Complete, Invoice Generated and Entity Deleted. The payloads for these events contain mi...
