New Articles

  1. Tableau Measure Data Descriptions

    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...
  2. Tableau Status Codes

    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 ...
  3. Lead Distribution and Marketing

    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...
  4. Merchant Processing Account Configuration

    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 yo...
  5. About ACH (eChecks)

    Overview Please note that electronic check works the same way that a paper check does. Once you deposit a check, the bank will not know if those funds are available for several days. Merchant processor s can take different timeframes to proc...
  6. Marketing and Reputation Management Integrations

    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...
  7. Lead Distribution

    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...
  8. Lead Capture Forms

    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...
  9. Accounting

    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...
  10. Lead Generation

    Angi Angi (formerly Angie's List) is a very popular service that consumers use to find service providers. When they narrow down what they are looking for, their information is then shared with service providers. If you choose to buy the lead, Angie...