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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 ...
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Overview
Your brand may have access to Email Marketing campaigns within service minder . This is considered an add-on feature, so you may not have this brand-wide but individual organizations can purchase this through the MarketPlace within...
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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
Overview Lead distribution is the process that enables new leads to be distributed directly to the organization that owns the zip/postal code included in the lead data. Within a brand, you will assign with postal codes are owned by each location...
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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 cust...
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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...
