New Articles

  1. Download Paging

    Overview The following psuedocode describes a typical approach for implementing paging with our download API. At a high level, this builds a list of downloads that are monitored until they complete. As each download completes, you will get the ma...
  2. Building a Data Warehouse

    Overview In order for a brand to have custom reporting against your service minder data, the data needs to be pulled out of service minder and loaded into a different database. Depending on how "current" the brand wants data to be, there are a ...
  3. API - Data Warehouse and Appointments

    Recurring Appointments When it comes to Recurring Appointments , this is an area where the data warehouse is a bit stronger. Due to recurring appointments functionality, the system is constantly making and deleting appointments, so they aren't...
  4. API Key Configuration

    Overview An application programming interface (API) key is a code used to identify and authenticate an application or user . API keys are used extensively by many brands and organizations in service minder . They act as a unique identifier and p...
  5. September 2024 Webinar - Figuring Out Formulas

    How to create formulas
  6. Inventory Tracking

    Overview When you want to make sure your trucks all have at least 100 widgets, service minder can help with Inventory Tracking. service minder does not  provide detailed inventory tracking (as with your accounting system - FIFO, LIFO.) The poi...
  7. Asset Management

    Overview Asset Management (formerly known as Per Diem Pricing) can be used to keep track of your valuable equipment as it moves from job to job. This article will review: Settings and Navigation Adding Individual Assets Asset Tracking on Prop...
  8. Videos on the Mobile App

    Overview Mobile App users may  view CompanyCam (one of our 3rd party integrations) videos saved to a Contact.   Once a CompanyCam video is stored to a contact's details, that video is accessible in service minder , both on the Web App, and now, ...
  9. Invoice Settings: Terms

    Overview Invoice Terms are flexible. An organization will need to set their "default" terms in Control Panel>Invoices. But, a user is also able to create several different Terms so, for instance, a specific Contact may have different due date ter...
  10. Contact Research Links

    Overview Research Links can be used to gather information about a contact's property and location. You customize these links to connect with websites that will provide the most relevant details for your business. This article will review: Set...