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Overview
As a brand admin, you have several tools in ServiceMinder to help manage communication, lead routing, and territory ownership across your franchise network.
With Email Marketing Campaigns , you can send brand-wide email bla...
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Last Updated: 10/27/2025
in Operations and Reports API Lead Distribution is the process that automatically routes new leads to the correct organization based on ownership of a ZIP or postal code. Within your brand, you’ll assign which postal codes belong to each franchise location. When a new lead is...
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Last Updated: 10/27/2025
in Brand Administration
Overview
As a Brand Admin , you may occasionally need to assist your franchisees with managing their accounts and users. While you’re not expected to be a ServiceMinder expert, you do have access to tools that make it easier to support you...
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Overview Deployment refers to the ability for Brand Admins to send out configurable settings from one org to the other. The purpose of this feature is to allow the brand to make decisions about email templates, parts lists, etc., then build and...
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Call Center API Keys In order to ensure it's linked up correctly, the API key needs to have the Call Center Provider selected in the dropdown menu. For services to be available for booking through an API key, they must be set to self-...
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RingCentral With RingCentral, you can view recent and historic call volume from the new Call Center and use the incoming call notifications to bring up customer records with a click or start adding a new contact with the phone number already fill...
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Overview CompanyCam is a photo and video documentation app that organizes content into job-specific projects. Integrating CompanyCam with service minder enables automatic syncing of photos and videos to the correct contact or appointment within ...
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Overview
Note that QuickBooks Desktop support is deprecated. The methods detailed here may or may not work. QuickBooks does not provide any support for importing IIF files into QuickBooks Desktop. If you are using QuickBooks Desktop, w...
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Last Updated: 10/24/2025
in Operations and Reports
Overview MailDrop is a great way to ensure all your customer communications are stored in one place, right inside ServiceMinder . While your emails may already live in your Sent folder or in the cloud, MailDrop makes it easy to automatically sav...
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Last Updated: 10/23/2025
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 a...
