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Last Updated: 10/27/2025
in Contact Management Overview On several grids, you have the ability to download and upload. This is useful for saving or sharing data, but it also allows you to make bulk changes via Excel and then quickly implement those changes into service minder .
This artic...
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Last Updated: 10/27/2025
in Contact Management
Overview
This article will review:
Settings and Navigation
Contact Details
Address
Measuring Contact Location Area
Contact Notes
Flash Message
Contact Referrals
FAQs
Settings and Naviga...
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Birdeye Collect reviews, convert leads, run surveys, text customers - all in one place. As soon as an appointment is completed or a customer is invoiced, we'll automatically send their info over to Birdeye. They'll take everything from there. W...
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Overview
ServiceMinder makes it easy to capture leads directly from your website or marketing landing pages by using HTTP POST requests. This allows you to seamlessly integrate lead capture forms with platforms like InstaPage, Unbounce, or ...
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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 lin...
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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-...
