Server Pay’s new Payables feature allows users to create specific payables for their employee and contract servers. Payables can be created per employee/company, and you can even set a default account wide list of payables. Server Payables To create an Employee payable, go to My Account > Employees > Select the employee and press Edit. […]
ServeManager’s mobile app routing got more than a makeover – we jam packed this feature with even more functionality to make planning your day easier. Route Suggestion ServeManager took the guessing work out of knowing what jobs need to be served today. Our Suggested Route feature calculates which jobs should be on today’s route by: Please keep in […]
Access all your work on the go with the ServeManager mobile app. Log attempts, complete process serves with GPS/map tracking, capture photos and signatures, and sync everything back to your account in real time — so your team always has the latest status, no matter where you are. Download the app for free: California update: […]
Enable the electronic signature account setting, so employees can save and apply their own signatures.
ServeManager is engineered and architected from the ground up with security and data integrity as a top priority.
Use filters to locate/isolate/group together jobs in your account based on various criteria
Know how and when to use the archive feature for your workflow.
Mobile App: Create a Service Attempt Canceling: Pressing Cancel in the top right gives you the option to save as a draft, discard the attempt, or keep editing.
To reset your password from the mobile app: Note: If you enter the wrong password 4 times in the app, a pop-up will also appear offering to reset your password.
New data fields have been added to the job edit screen, with the corresponding fields appearing on affidavits when needed.
Note Templates are a new feature to create preset Note content for various situations, including automated sharing with collaborators and creating additional notes based on desired communication preferences. To create a Note Template, go to My Account > Settings > Notes When customizing a Note Template, you can include a name, category, label, comments, resulting […]
When you agree to join the Exchange, you must agree to the terms of our Independent Contractor Agreement. This agreement governs our relationship as we collaborate on the completion of assignments (referred to as “jobs” within ServeManager). Understanding the key elements of this agreement is crucial to ensuring a successful partnership and clarifying expectations on […]
