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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
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 w...
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Published On: 11/07/2024
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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Published On: 11/07/2024
in Operations and Reports API
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...
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Published On: 11/07/2024
in Operations and Reports API
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 ...
