The ServeManager order form allows new* clients to submit their job from a link on your website, which creates the job in your ServeManager account. It’s perfect for new and pro se clients.
Clients can enter all of the details, and upload the documents to be served.
Once submitted, you will receive an email notification of the new job.
Each order form has a customizable URL so you can add the form to your website or email the link to your clients.
Please contact customer support to get started.
Types of order forms
Standard order form
This form option does not require or allow the client to prepay. You will need to invoice the client through ServeManager, however you can still collect payment online from the invoice.
Prepay order form
This form option requires the client to prepay through Stripe (more info about Stripe). Clients will be able to choose from a list of services you offer, each at a different price point. To enable credit card pre-pay using Stripe, please connect your account to stripe in account settings first
Users can have multiple forms, all order forms are managed in their account settings
Users have the ability to modify the following:
- Form Label
- Header Content
- Company Logo
- Service List (service name, description, price)
- Services Footer Content
*Collaborating with clients
To receive jobs from clients you’ve previously added to ServeManager, invite them to collaborate, so they can enter jobs directly into ServeManager. This will prevent the creation of duplicate client companies in your account.