Updated Articles

  1. Lead Capture Forms

    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 ...
  2. Other Handy Integrations

    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...
  3. Lead Distribution and Marketing

    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...
  4. Lead Distribution

    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...
  5. Impersonate and Troubleshoot

    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...
  6. Deploy to Organizations

    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...
  7. Answering Services

    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-...
  8. CompanyCam

    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 ...
  9. QuickBooks Desktop

    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...
  10. MailDrop

    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...