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Last Updated: 03/07/2025
in Operations and Reports
Overview As part of service minder 's integrations, two VoIP (Voice over Internet Protocol) business phone providers ( RingCentral and OpenPhone ) will show call logging in a section called Call Center . This area will log inbound calls, ou...
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Overview The Pulse Report is designed to highlight trends and progress , rather than absolute numbers. It helps answer key questions like:
How am I performing against my goals and forecast?
How are my sales agents performing?
This r...
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Overview Brand-level Reports and Downloads can be found within the Dashboard. They each have their own tab at the top of the page. Reports can be viewed and worked with directly in service minder before downloading, whereas Downloads have a fe...
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Last Updated: 10/15/2024
in Contact Management
Overview Research Links can be used to gather information about a contact's property and location. You customize these links to connect with websites that will provide the most relevant details for your business. This article will review: Set...
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AirAdvice AirAdvice enables contractors to quantify indoor air quality (IAQ) health, comfort, and safety issues in the home, and present equipment solutions to homeowners. With our integration, appointments in your serviceminder account can link ...
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Last Updated: 02/18/2025
in Operations and Reports Overview MailDrop is a great way to make sure all your customer communications are stored in one place. Sure, you've got them in your sent folder, or stored off somewhere in the cloud. With MailDrop, you can now save them right in service minder . ...
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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 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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What is a chargeback? When a customer is reimbursed for a debit or credit card charge after successfully disputing it with their bank, rather than the business that charged them. Who initiates the chargeback? The chargeback proces...
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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...
