Integrate CompanyCam + serviceminder
serviceminder.io is the the most comprehensive platform for managing and operating home services franchises. Their mission is to help home service businesses acquire and convert more leads, schedule more appointments, close more deals and communicate with their clients more effectively.
In this article
Before you Start
- You must have an active account with both CompanyCam and serviceminder.io in order to integrate the two services.
What is serviceminder?
Serviceminder started with a world-class CRM built for field service with mapping, automated scheduling and dispatch. Then they added best-in-breed proposal writing with support for options, online deposits and payments, electronic signatures and reporting. Added next was integrated email marketing and automation tools, fleet routing, integrated two-way texting, mapping and campaign budgeting enabling teams to measure revenue from campaigns and track cost per lead and revenue per client at the location and brand level.
Every brand is different. Whether you are moving from a single platform or from a group where everyone uses sticky notes and Excel, they come up with a plan to make your on-boarding process as smooth as possible.
How it works
CompanyCam photos and videos are sent to serviceminder automatically using the user and project location coordinates. This allows photos to intelligently be loaded to the proper appointments.
In the serviceminder CompanyCam integration settings it will allow you to create a new CompanyCam project to be created automatically. If Auto-project Creation is enabled, serviceminder will either look for, or create a project when you start an appointment.
Please see the documentation linked below for setup and more detailed information:
Integration Instructions and documentation
If you need support integrating or have any issues with the integration reach out to email@example.com.