From lead capture to detailed revenue reporting, serviceminder.io has the features to get things done. We help you acquire more leads, track them in your funnel, convert them to customers and grow your business.

Hook up your website so leads flow directly in to serviceminder.io. Sophisticated lead distribution ensures leads go into the right locations based on their territories with email and app notifications. Leads can be forwarded on to your call center for immediate callback. Use drip campaigns to immediately start a text or email conversation with them.

Connect your digital advertising to dedicated landing pages to feed the leads and the correct lead source information for true end-to-end tracking. serviceminder.io has feedback loops with many major advertisors to ensure digital campaigns are optimized for appointments and revenue rather than just clicks and leads.

Integrations with services like CallRail help ensure every lead that comes in via the phone is attributed to the correct lead source. Use different tracking phone numbers for each offline campaign and when the phone rings, serviceminder.io helps make sure the right lead source is selected.

Use serviceminder.io's open API to integrate call centers for lead capture and scheduling. Build sophisticated online interfaces directly into your website. Push real time data updates or pull live proposal and customer information.

Your contact and prospect list is one of your biggest assets. Keeping your contact data accurate and complete can always be a challenge. serviceminder helps by recording all of your contact activities like appointments, invoices, proposals and notes and keeping them organized with your contacts. From any device, you can look up a customer and see all the activity since they were added to the system.

We also make it easy to analyze your data. You can find contacts based on service dates, upcoming services that need to be renewed, flexible tagging features. And all your filtering and sorting is easily exportable to Excel or any other tool that accepts CSV files.

Keeping your data current and accurate is easy. Finding trends and activities in your data is simpified with advanced filtering and sorting options.

Your website probably has a "Contact Us" page. What happens to those? Maybe an email to your general inbox? This is the equivalent of web-based voicemail. When you get the email, you probably email back or maybe they left a number for you to call. And then what? You get their voicemail. Turn that page into a live scheduler. Capture their interest by scheduling an appointment while they are interested.

No more lost appointment opportunities. Give them a real time scheduling page so you get them booked. They get a confirmed date and time appointment. You deliver the satisfaction of a professional website just by adding a single link to your site.

While serviceminder.io does a lot, it doesn't do everything. To help you with the rest, we integrate with best-of-breed third parties like Pronexis, tsys and QuickBooks to deliver the best solution.

Automatic integrations make things like call handling, credit card processing and accounting much easier.

Mapping is core to the use of serviceminder. From route-based scheduling to checking in on nearby customers when you're already in the area to planning your marketing spends, knowing exactly where your customers are is a game changer.

We make it easy to really know exactly where your customers and prospects are. Use this information when meeting with direct mail and print vendors to make sure the territories they cover line up with where your existing customers are (or aren't) so you don't spend for coverage you don't need.

Plan your print and direct mail spends around real data, not hunches.

Key to any marketing activity is tracking what works and what doesn't. If you don't ask a prospect how they heard about you, then you'll never know where the revenue comes from. Without that, you're flying blind. Simple but sophisticated tools make it easy to track every lead and prospect, including specific campaigns as well as general lead gen activities like print or radio.

We tie every customer's revenue back to the campaigns that brought them in so you can compare what channels are working best. While focusing exclusively on the "best" campaign rarely ends up being the right answer, figuring out the right mix of marketing for your brand and territory is critical to keeping your revenue pipeline well fed.

It's hard to decide what to spend where with marketing if you have no idea what's working now. Track the data and make better decisions.

Whether you're part of a franchise system or are independent, for scheduling efficiency, it's usually a good idea to break down your service area into chunks. You can then set up a schedule such as "north of town on Mondays," "east of town on Tuesdays," etc. Many systems let you set this type of scheduling up through the use of zip codes. With serviceminder.io's integrated geozone handling, you can do it all with a few clicks.

The Geozone manager lets you draw your zones by just clicking on a map. When you're done with each zone, just name it and put in a simple description. Need to make changes? Just click and drag the polygon points around till you have it just like you want. Then go to your crew's schedule and attach the zones to the days you want them to go. It's just that easy!

Save time and gas money by setting up service area geozones so you're sending your crew out efficiently. And your scheduling doesn't have to be manual any more. With built-in geozone support, it's automatic.

Scheduling appointments couldn't be easier. Either click the Schedule link from the contact's page or just start typing in their name and pick the right match. Pick what type of appointment and add any additional line items. You'll be presented with the best list of options based on your crew's availability. Pick the date and time you want and book it. Your customer will get a confirmation email that they can add to their calendar. Your crew will get an email so they know it's coming up. And then it's on your calendar for your entire team to see. Appointment slots take into account drive time so you never have to worry about booking things too close or if the person booking the appointment isn't familiar with the local geography.

Capture appointments with minimal effort. Deliver extra value with automatic confirmation emails to your customers.

Google Calendar has become an almost indispensable tool for managing schedules. Your crew probably uses it to track their days off, or other appointments they need to hit during the work day. If you don't know about them, you might double book them. With serviceminder's sophisticated two way Google Calendar sync, you can set it up so appointments you create in serviceminder are automatically pushed to their calendar and any events they create in Google show up as blocked time in serviceminder.

Nobody wants to manage two calendars. And everybody who uses Google Calendar likes it. So we made sure that serviceminder works well with Google Calendar. Just a few clicks to connect your crew to their calendar (they can even use serviceminder mobile to set it up) and you're done.

With integrating campaign budgeting and tracking, you can now now how much each lead costs you. Use that information to figure out how and where to invest in producing more leads more efficiently.

All it takes is recording your spend information -- serviceminder.io does the rest.

How do you deliver proposals now? Hand printed on a multi-part carbon form? Or maybe you write a Word document and email that. Either way, without a sytem to track them and ensure you follow up on them, you're driving blind. serviceminder provides an intuitive interface to create and deliver electronic proposals, right to your customer's email inbox. They can review the details and your terms and conditions. When they are ready, they just click the "Accept" link, sign the proposal and you get a notification letting you know they are ready to move forward. You can then schedule the proposal with just 2 clicks.

Keeping your proposals organized helps you manage your sales pipeline - you'll always now how much business you have in your funnel. We can even send out periodic reminders about your open proposals as well as make it easy for you to "work your stack" and follow up with prospects about your open proposals and be proactive to answer questions and close more deals.

Deliver professional looking proposals, track them, and book them for more top line revenue.

Everybody likes a good deal. Our sophisticated offer codes allow creating time-based incentives to help improve quick conversions. Deposits and up front payments can improve cash flow by capturing more of the ticket up front.

Using offer codes with email campaigns to open or expired proposals make it easy to convert deals that were just waiting for you to ask them or make them a better deal.

With flexible terms of conditions management, easy-to-choose options and online deposits, collecting the signature is now easier than ever. Your clients get a copy of the accepted proposal with their signature and the active terms and conditions.

Your sales and service appointments often require access inside the home or to meet with the homeowner. Our automated en routes let you communicate to them how they want to with voice calls, emails or texts to let them know you're on the way.

Live tracking allows them to see your estimated arrival time in real time including how many other stops you have ahead of them.

Do any texting? Your customers probably do a lot. Text messages are the new voicemail and responding and tracking them is critical to your business's communication strategy. If you're like most businesses, you're doing it from your phone. So when the customer then calls your office and gets somebody different, your staff has no idea what you were texting about.

Our two-way texting add-on enables seamless conversations with your customers without ever leaving serviceminder.io. All conversations are part of your customer's permanent record. You'll have a dedicated local number to use. You can send appointment confirmations via text and if the customer replies back needing to make a change, you can take care of it completely over text. Copy your texting number when texting customers from your phone and a copy of the message is automatically saved.

Add your texting number to your website for instant mobile user convenience. They're already visiting your site from their phone, now they can text you straight from your website with one tap. When they text you, not only can you respond without leaving serviceminder.io, but we'll even bring up their customer record or add a new contact with their number already filled in.

In addition to tracking customer text messages, you can also text with your field crew. Sometimes it's easier to send them updates or quick questions via text than trying to call. And now all those conversations will be logged!

Everybody knows email is one of the most cost effective ways to stay in front of your customers and prospects. And whether you use serviceminder or another CRM tool, the first thing you have to figure out is how to download a list of names and emails so you can do a blast. And given that effort, you probably only send emails periodically to all customers or maybe all prospects.

A successful email strategy starts with proper targetting. You want to send relevant emails to the right people. And you don't want to put a lot of time and effort into it. With serviceminder.io's optional built-in Email Campaign Manager, you can filter contacts, appointments and even proposals down to the exact audience you want to email to and hit the Launch Email Campaign button. Pick a template and you're done. Track all the results right from inside serviceminder.io.

By targeting just the right contacts, you can deliver a much more compelling offer than your typical "shotgun" messages. Better offers with better targeting will get you better results, every time. We'll even show you real time proposal and revenue results from your email campaigns.

Use our built-in KPI dashboard Pulse for tracking things like booking activity over time, lead production to track the top of your funnel and real time revenue stats. Monitor conversion rates and year over year trends from the web and from our app.

Track customer retention and even warranty work percentages by service and team to catch issues before they become major problems.

Every lead is tagged with a channel and campaign. Easily track how direct mail, online advertising and even specific ad word and social media campaign is working. From leads produced to proposals generated to invoices and revenue, know what's working and focus your efforts on the channels that are performing the best.

With all your proposals stored in serviceminder, it becomes easy work to track your pipeline. Easily follow up with customers on open proposals that need more work to convert to a sale. If the customer lost it, or has questions, you can easily update and resend them a copy from your PC or tablet.

The integrated Tasks feature makes it easy to create reminders with notes and actions to follow up with specific customers on their schedule.

With your pipeline always front and center, never miss an opportunity to ask your customer for their business.

Mapping is core to the use of serviceminder. From route-based scheduling to checking in on nearby customers when you're already in the area to planning your marketing spends, knowing exactly where your customers are is a game changer.

We make it easy to really know exactly where your customers and prospects are. Use this information when meeting with direct mail and print vendors to make sure the territories they cover line up with where your existing customers are (or aren't) so you don't spend for coverage you don't need.

Plan your print and direct mail spends around real data, not hunches.

Scheduling options help you control how the scheduling works. For example, you can set up self service web scheduling and even require the capture of a credit card in order to book an appointment. You can enforce late cancellations and fees. There are options to give the customer only "approximate times" for scheduling. You can also set up your calendar so your time is presented as having appointments every hour on the hour (or whatever other interval makes sense).

There's also a place to put in your official holiday schedule so you can easily black out holidays or times when you're shut down for training or vacations.

There's a lot of options to personalize how scheduling works. But we keep it simple so it's not hard to figure out.

Use QuickBooks for your accounting? You're not alone. If you're still using QuickBooks Desktop, you can still integrate with serviceminder.io but you'll have to use file downloads to get the customers, invoices and payments into your local QuickBooks. But if you're really moving to the cloud, you can easily upgrade to QuickBooks Online and even upload your current QuickBooks database to make it even simpler.

Once you've got QuickBooks Online set up, you can use the elegant Connect To QuickBooks feature to establish a connection between serviceminder.io and QuickBooks Online. From then on, serviceminder.io will push all of your invoices, customers and payments right into QuickBooks, completely eliminating any extra data entry.

serviceminder.io even supports all the other common transactions such as customer deposits, refunds, credit memos and voids. There's even reports for reconciling QuickBooks Online and serviceminder.io to make sure invoices and payments all line up on both sides.

Save time with a direct connection to QuickBooks Online. For more info, visit quickbooks.intuit.com/partners/serviceminder.

You're on the road. Sales call. Customer service. Meeting with vendors and distributors. Bring your whole business with you with the included serviceminder|mobile. As soon as you log in, you get a snapshot view of what's going on -- open invoices, open proposals, your customers. Pull over. Then follow up on any open proposals with the luxury of the full details right in front of you on your smartphone.

Go completely paperless by utilizing the smartphones your crew probably already has. They can log in to serviceminder|mobile and work through their day's appointments and you know what's done at a glance. The calendar automatically updates colors based on complete, over due and in progress appointments.

Your company is always up to date and at your fingertips, whether you're using a phone, tablet, or laptop at your local Starbucks.

Built-in warranty and service contract expiration with automated reminders and renewals. Build recurring revenue into your service by offering services like annual maintenance or paid service and discount contracts.

Use Drips to automatically drive renewals as well as ensure that staff are also reaching out to maximize your recurring revenue from existing clients.

If you're not tracking what you're spending on marketing, you'll never know where to invest to get more leads. Our built-in campaign budgeting tool makes it easy to record spending for digital campaigns like Facebook, AdWords and more. Track your direct mail, home and garden show and referral or lead buying expenses.

New leads get attached to these campaigns and we then use that information to generate true cost-per-lead, revenue per customer and lifetime values by channel and campaign. And for franchises, we roll that information up to the brand level so now you know CPL for your entire brand.

If you're lucky, you have your QuickBooks income accounts set up so you can track revenue. But even then, it's not always obvious how to find out what you really want to know. For example -- what's the breakdown of revenue by crew member? Or by service performed? How do different services compare with the same period last year? Do you need to adjust pricing or marketing to improve your low or high margin activities?

serviceminder.io reporting makes it easy for you to analyze and compare how different services and products perform over time. Warranty and rework tracking help make sure you're not over-spending for costly callbacks. Make decisions based on fact, not hunches.

Built in revenue categorization and tracking makes it easier for you to see trends and areas that might need more attention.