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Last Updated: 11/08/2024
in Operations and Reports API
Recurring Appointments When it comes to Recurring Appointments , this is an area where the data warehouse is a bit stronger. Due to recurring appointments functionality, the system is constantly making and deleting appointments, so they aren't...
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Last Updated: 11/08/2024
in Operations and Reports API
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...
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Last Updated: 11/08/2024
in Operations and Reports API
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 and p...
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Last Updated: 11/08/2024
in Operations and Reports 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...
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Last Updated: 11/08/2024
in Operations and Reports API
API - Updated Contact Data Using Forms Data may be posted directly to service minder .com to append existing information. For example, if there is a series of custom fields that need to be updated in contacts, this method may be used. The URL th...
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Last Updated: 11/07/2024
in Getting Started Account Set-Up
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 yo...
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Angi Angi (formerly Angie's List) is a very popular service that consumers use to find service providers. When they narrow down what they are looking for, their information is then shared with service providers. If you choose to buy the lead, Angie...
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Last Updated: 11/05/2024
in Getting Started Account Set-Up
Overview
To fill in your general business information, g o to Control Panel > General Settings . This article will review each section of this page.
Please note that only certain User Permissions can access this area of serv...
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Overview When you want to make sure your trucks all have at least 100 widgets, service minder can help with Inventory Tracking. service minder does not provide detailed inventory tracking (as with your accounting system - FIFO, LIFO.) The poi...
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Overview Most of the settings discussed on this page can be found in Control Panel > Invoices . These settings control how the Invoice is presented, payment requirements, and more. Settings and Navigation You can also find User settings rel...
