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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...
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Last Updated: 10/23/2025
in Operations and Reports API
Overview The Download API allows individual franchise locations to automate data extraction without requiring setup at the brand level. This means an organization (franchisee) can configure its own API access independently, which is especially us...
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Last Updated: 10/23/2025
in Operations and Reports API
Overview As with all things in service minder , there are settings controlled by the organization and higher levels of control at the brand-level. The distinction between organization (franchisee) and brand (franchisor) allows for separation of w...
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Overview This article explains how to charge a customer a finance charge and/or a credit card surcharge (also called a credit card convenience fee) on an invoice. Finance Charge – A percentage-based fee added to an invoice when a custom...
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Overview Moving data is sometimes something a Brand Admin can accomplish without the assistance of SM Support. Other times for large transfers of data, you may need to send a support ticket for our database team to assist. They cannot always "delet...
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Overview Within service minder , we refer to the Organization as an account under the Brand . An organization is operated by the franchisee and the Brand is operated by the franchisor. Another way to think of it is each org is a location. One ...
