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Overview Sometimes a brand needs to have their own top-level custom fields for organizations. These can be created once in Dashboard, then each organization can have their own values input, and can use those custom field shortcodes like any oth...
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Overview What follows is a working list of all measurable data within Tableau from service minder . AppointmentAdditionalAgent Name Description Appointment Id The Tableau ID of the appointment affiliated with the appointment additio...
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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...
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Overview
As a brand admin, you have several tools in ServiceMinder to help manage communication, lead routing, and territory ownership across your franchise network.
With Email Marketing Campaigns , you can send brand-wide email bla...
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Overview To accept payment through service minder , you will need to connect a payment provider. You will need to contact your merchant processor to apply if you are a brand new business and getting set up for the first time. We will need your to...
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Overview ACH payment processing refers to the electronic transfer of money between bank accounts via the Automated Clearing House (ACH) network. It's a secure and efficient way to move funds, commonly used for direct deposits, bill payments, and ...
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Birdeye Collect reviews, convert leads, run surveys, text customers - all in one place. As soon as an appointment is completed or a customer is invoiced, we'll automatically send their info over to Birdeye. They'll take everything from there. W...
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Created On: 09/03/2024
in Operations and Reports API Lead Distribution is the process that automatically routes new leads to the correct organization based on ownership of a ZIP or postal code. Within your brand, you’ll assign which postal codes belong to each franchise location. When a new lead is...
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Overview
ServiceMinder makes it easy to capture leads directly from your website or marketing landing pages by using HTTP POST requests. This allows you to seamlessly integrate lead capture forms with platforms like InstaPage, Unbounce, or ...
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Your business "vitals" - P&L's, balance sheets, operations data - are vital to your success. service minder supports the following integrations: Quickbooks Online Paro Paro is a full-service, outsourced finance department for small business...
