Author

Jeremy Church


Posts by Jeremy Church

Add a Logo to your Invoice

We can add a logo to your invoice on request. Please contact customer support, and they will assist you in this matter.

How to Become a Process Server

For more information on becoming a process server, please visit our sister site serve-now.com

Cancelling a Collaboration Invitation

Collaboration invitations automatically expire after 14 days. If you sent an invitation by accident, or no longer wish to collaborate with a company or individual, please contact customer support with the details.

Stopping Collaboration

ServeManager recommends archiving companies you no longer do business with. Archiving does not remove the collaboration between your accounts, but the archived company will no longer appear as an autofill option when assigning the job’s client and/or contractor. If you wish to fully stop collaborating with a company or individual in ServeManager, please contact customer […]

Statements and Invoice Packets

Learn two different methods for downloading and sending unpaid invoices to clients.

Use An Electronic Signature

Enable the electronic signature account setting, so employees can save and apply their own signatures.

Delete a job

Learn how to delete jobs in ServeManager.

Resend an Invitation to Collaborate

Learn how to resend a collaboration invitation.

Using our API

ServeManager has a robust developer API which can be used to integrate with your system, a client’s, or third-party applications. Detailed instructions can be found in our API Documentation, and you can generate your own API key by following this guide.

How to use Server Pay

Use Server Pay to keep track of the money you owe to your servers!