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- Top 10 Questions: Proposals
- Top 10 Questions: Invoices
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- Open API
- Organization-Level Download API
- DataSubscriber Download API
- DataSubscriber Feed API
- API Key Configuration
- API Payload Examples
- Building a Data Warehouse
- API - Data Warehouse and Appointments
- Appending Contact Data Using Forms
- Download Paging
- Lead Distribution
- Using ServiceMinder's API - Intermediate to Advanced
- Collateral Library and Lightbox
- MailDrop
- Feedback & Issues
- Shortcodes
- Custom Fields
- Call Center
- Snippets
- Opt-in Contact Sharing
- Managing the Store
- Vehicle Tracking
- DotLiquid Scripting Basics
- DotLiquid Scripting Tags
- DotLiquid Scripting Filters
- Tasks
Tableau and Insights
Articles
Tableau Measure Data Descriptions
Overview What follows is a working list of all measurable data within Tableau from service minder . AppointmentAdditionalAgent Name Description Appointment Id The Tableau ID of the appointment affiliated with the appointment additio...
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...
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...
