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ServiceMinder Integration

How to Connect SendJim and Service Minder to Automate Your Customer Follow-up and Neighbor Mailings

To connect SM to SendJim, go to Control Panel > Integrations > Marketing and scroll down to the SendJim section and click on the Connect link. This will ask you to sign in to SendJim and give serviceminder.io permission to access your account:

  • Grant permission:

Once you’ve connected, go back to Control Panel > Integrations > Marketing and scroll down to the SendJim section. You’ll now see a bunch of configuration options:

Trigger On lets you choose when to send. The options are Appointment Completed, Invoice Generated or Proposal Completed. The Minimum Value field lets you specify a minimum dollar amount that the triggered thing needs to be more than to generate the send. Send To lets you chose to send to the contact or to near by neighbors. If you choose the Neighbors Option, then specify how many in the Neighbor Count field. Lastly select which QuickSend you want to send.

 

Don't forget to set your CRM settings in your SendJim account!

Set your monthly automated budget in your Billing and Membership section. These numbers are what SendJim will use to give Jobber a budget to spend every month. Once these numbers are set, click "Save."

Screenshot 2026-04-27 095926

Questions? Open a Quick Chat on our website.

Need help setting this integration up? Click Here to Schedule an Appointment with Our Team