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Overview CompanyCam is an app that lets you take pictures and video and group them together in Projects. By integrating service minder with CompanyCam, you can seamlessly sync photos to appointments in our system. Once you've connected your acc...
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Created On: 09/19/2024
in Brand Administration
Overview Json is a format of data used in servicem inder 's import process. In the standard contact import process, you normally have a CSV file that contains many columns, each representing a piece of information for a single contact. However, t...
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Overview Depending on the organization's workflow/processes, and what type of appointment is scheduled (i.e. Sales vs. Service,) running an appointment on the mobile app can vary greatly. In this section, we're going to explain the "basics" of ap...
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Overview Just as with a proposal on the web, Ad Hoc forms can be attached to proposals in the mobile app. It's a bit different than on the web, so read on! Navigation A Mobile App user may attach Ad Hoc Forms via the mobile app, while out in ...
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Published On: 09/10/2024
in Mobile App
Overview This topic is for advanced users or users specifically directed by our support team to use the staging version of the app to help preview features or diagnose issues. The service minder app is composed of two main components. The fir...
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Published On: 09/10/2024
in Mobile App Overview While the Mobile App will ALWAYS be an "online" tool - that is, the user needs to have cellular data or wifi available to access all functionality, we have developed some "offline features" which help users on those days where there's not ...
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Overview On a Proposal/Project you have the ability to track your costs, and therefore your profit Margins, by recording your Materials, Labor, and Other expenses. It's critical for a business to measure its job profitability. Gross ...
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Overview In Control Panel > General there are several "custom fields" already set up for common items like Google Review links, Facebook links, and more. But sometimes a brand needs to have their own top-level custom fields for organizations. The...
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Overview What follows is a working, comprehensive list of all measurable data within Tableau from service minder . This page is a work-in-progress. AppointmentAdditionalAgent Name Description Appointment Id The Tableau ID of the appo...
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Overview These are for those pulling data from service minder into Tableau. Proposals Proposal Status Codes 0: Internal 1: Open 2: Accepted 3: Declined 4: Invoiced 5: Scheduled 6: Complete 7: Expired Proposal Status Sample Custom ...
