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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, 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...
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...
