Popular Articles

  1. 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 separat...
  2. Create A Standard Proposal

    Overview Proposals describe what you're offering to do for a prospect or a customer. Every proposal contains a single Service and zero or more Parts/Add Ons . Once you've created a Proposal, you can save it or send it to the contac...
  3. Create A Contact

    Overview This article will review: Settings and Navigation Contact Details Address Measuring Contact Location Area Contact Notes Flash Message Contact Referrals FAQs Video Tutorial ...
  4. 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 Wareh...
  5. Web Navigation

    How to navigate serviceminder.
  6. Managing and Merging Contacts

    Overview This page covers additional features around labeling multiple Contacts under a single "controlling" Contact to make it easier for billing and scheduling. Need some extra contact information on your customer? Does one property manager hav...
  7. QuickBooks Online Common Errors

    Overview On this page we show some of the most commonly asked questions, QuickBooks Online Errors, and information on how to fix the issue to Retry the sync of the invoice or payment. Because QBO is very protective over the date in their system ...
  8. 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 your to...
  9. API Key Configuration

    Overview An application programming interface (API) key is a code used to identify and authenticate an application or user . API keys are used extensively by many brands and organizations in service minder . They act as a unique identifier a...
  10. 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...