Overview
Connect your ArcSite account with ServiceMinder to sync project data and push proposals directly to your ServiceMinder workflow. This integration reduces duplicate data entry and keeps your field drawings, estimates, and service records aligned.
Platform Availability
iOS | Android | Windows | Web |
✅ Available | ✅ Available | ✅ Available | ✅ Available |
Step-by-Step
Step 1: Connect ServiceMinder
On the ArcSite User Site, navigate to Settings > Integrations
Find ServiceMinder in the list and tap "Connect"
Enter your ServiceMinder login credentials when prompted
Choose which data types to sync (projects, customers, or both)
Select your sync frequency (real-time, hourly, or daily)
Tap "Save" to complete the connection
Step 2: Push a Proposal to ServiceMinder
Open your completed project and tap the share/export button
Select "Push to ServiceMinder"
Choose your ServiceMinder Service from the dropdown menu
Review the proposal details and tap "Push"
Tips
Test the integration with a single project before enabling full sync
Use matching customer names in both systems for best results
Real-time sync uses more battery but keeps data most current
The ServiceMinder Service list shows only active services from your connected account
Troubleshooting
Sync issues: Check your ServiceMinder credentials and internet connection. Confirm you have admin permissions in ServiceMinder to enable API access. Contact support if projects aren't appearing after 24 hours.
No services in the dropdown: Verify your ServiceMinder integration is active in ArcSite Settings, and confirm you have active services set up in your ServiceMinder account.