Features
Check out all the features!
Schedule a free one-on-one demo to learn how serviceminder.io can help you run your business.
CONTACTS
Easily track all of your customers and prospects in one place. More...
CONTACT DETAILS
Integrated mapping whenever you bring up a contact More...
MAPPING
Analyze your customers and prospects geographically. More...
GEOZONES
Break up your territory into chunks and use those for scheduling. Pick what days your crew members go where. More...
PROPOSALS
Create and deliver customer-ready proposals right from your PC or tablet. More...
OPEN PROPOSALS
Keep track of all of your open proposals. More...
E-SIGNATURES
Get the ink. On the spot with your iPad or your customers PC or tablet.More...
SCHEDULING APPOINTMENTS
Integrated scheduling with best fit and first fit options. More...
ONE CLICK SCHEDULING
Just pick a slot. Confirmations by email, notifications by email, voice or text. More...
SCHEDULING OPTIONS
Manage lead time, notifications, self service scheduling from one settings page. More...
ONLINE SCHEDULING
Turn your "contact us" page into a live online scheduling page that works 7x24 so you don't have to. More...
3RD PARTY INTEGRATIONS
Integrate with tools like Authorize.net, QuickBooks Online, Infusionsoft, Listen360, MailChimp and others. More...
GOOGLE CALENDAR SYNC
Stop keeping two calendars. Appointments push to your Google Calendar. Update your availability when you create events on Google. More...
LISTEN360
Listen360 is the industry leader for gathering survey data for franchise systems. serviceminder makes it easy to send invoicing data directly to Listen360. More...
QUICKBOOKS ONLINE
The power of QuickBooks in a convenient online solution. Push customer, invoice and payment data directly to QuickBooks. More...
INFUSIONSOFT
Infusionsoft is the industry leader in marketing automation. Integrating with serviceminder is the best of both worlds. More...
PERCEPTIONIST
Every missed call is a lost opportunity to generate more revenue. You already paid to make the phone ring, why wouldn't you make sure you catch every call? More...
MOBILE READY
Put your crew's Android and iPhone smartphones to work. More...
ROUTE BUILDING
Use advanced filtering and map-based appointment plots to build your routes efficiently. More...
EASY AGENT ASSIGNMENT
Easily group appointments to specific agents with a few clicks. More...
TRACK SERVICE EXPIRATION
Automatically generate reminders when a customer's service agreement expires. More...
CONTROL PANEL
The Control Panel is your home base for settings, configuration and messaging. More...
TWO-WAY TEXTING
Communicate the way your customer wants to. More...
SERVICE RENEWAL EMAILS
Customizable email messages for automated service renewals. More...
CAMPAIGN MANAGEMENT
Track and manage all your lead sources and campaigns. More...
PIPELINE REPORT
The integrated pipeline shows you where your leads come from and how your sales funnel is performing. More...
REVENUE ANALYSIS
See what services generate the most revenue. More...
SERVICES ACTIVITY
What is your current services revenue mix?. More...
PIVOT GRID REPORT
Interactive pivot grids let you slice proposal and invoice data more ways than you can imagine. More...
EMAIL CAMPAIGNS
Available as an add on feature, integrated email campaign management. No more downloading lists. Just email. More...
BLOG/PORTFOLIO
Easy-to-manage website with blog and project portfolio. More...