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Published On: 10/27/2024
in 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, ...
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Created On: 10/15/2024
in Contact Management
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 revie...
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Overview CompanyCam is a photo and video documentation app that organizes content into job-specific projects. Integrating CompanyCam with service minder enables automatic syncing of photos and videos to the correct contact or appointment within ...
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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" o...
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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.
G...
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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...
