New Articles

  1. Rallio and Revv

    One of the hardest challenges with staying engaged as a brand on social media is generating content.  Rallio simplifies social media management by integrating with serviceminder, allowing you to quickly upload and share photos of your work from ...
  2. HouseAccount

    The Digital Accelerator for Leading Home Service Brands HouseAccount is the first-of-its-kind digital platform that empowers leading home service providers to offer a seamless, end-to-end customer experience. Our white-label solution integrates...
  3. Telephone and Virtual Phone VoIP

    RingCentral With RingCentral, you can view recent and historic call volume from the new Call Center and use the incoming call notifications to bring up customer records with a click or start adding a new contact with the phone number already fill...
  4. Answering Services

    Call Center API Keys In order to ensure it's linked up correctly, the API key  needs to have the Call Center Provider selected in the dropdown menu. For services to be available for booking through an API key, they must be set to self-...
  5. Zapier

    Overview To set up a webhook so you can send leads from Zapier to service minder , first create an API key ( Control Panel > API Keys ). Be sure to set how you want to handle duplicates. You can set a default channel/campaign for the API key but ...
  6. Accounting Classes

    Overview Accounting Classes provide a way to include royalties with owned territories for more comprehensive end-of-period reporting. Typically, the ServiceMinder team sets this up for the brand during onboarding. If you have a new f...
  7. ServiceMinder Insights

    Overview Insights® , formerly known as Tableau as a Service , is service minder ’s integrated data warehouse and custom reporting platform . It enables real-time analytics and brand-level data visualization using Tableau . To learn more about...
  8. Open API

    Overview The service minder open API is designed primarily to support integrations for websites and call centers. Reporting There are three ways to use your data within service minder  in outside reporting, analytic tools.  API Warehou...
  9. API Payload Examples

    Lead Capture - Add/Update Contacts Endpoint:  https://serviceminder.io/api/contacts/addupdate Example payload: { "Matches": [{ "Name": "Testing SM", "Phone": "785-555-5555", "Zip": "12345", "Email": "te...
  10. DataSubscriber Download API

    Overview As with all things in service minder , there are settings controlled by the organization and higher levels of control at the brand-level. The distinction between organization (franchisee) and brand (franchisor) allows for separation of wha...