How to upload attachments into a company entry.
How to generate an eService affidavit.
Learn how to perform an eService for a job.
How to utilize the ServeManager Directory.
(Please contact our Tech Support Team to request this feature for your account) To import a spreadsheet of job data, first go to Jobs Press “Import Spreadsheet” A pop-up will appear, prompting you to either drag/drop or choose a file to upload. Please note that the spreadsheet must be in .csv format (comma separated values). […]
To create a new job type, go to your Account Settings (My Account > Settings) in your manage list, you’ll see the option for Job & Service Types. After clicking Manage, you’ll be on your job and service type page, where you can view all types in your account. By default, you will see the Standard types, ServeManager’s […]
Archive multiple jobs from the job list.
Learn how to activate eFiling in your ServeManager account.
Learn how to use our mass note feature.
Guide for contractors/employee servers on adding misc. attachments to jobs.
Learn how to use our mass attempt feature to save an attempt for multiple jobs at once.
These new sorting options will help you format and arrange your jobs based on your preferred method. To start sorting, go to your Jobs Index. In the right corner above the list, you will see a new box for Sorting Options. Select the Sorting option you would prefer. Clicking the option twice will reverse the sorting order […]
