(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). […]
Learn how to activate eFiling in your ServeManager account.
Update company information and other settings.
Learn how to export spreadsheets of job info and other data.
To change your password, edit your user, then click Change My Password in the right-hand sidebar. You can also use the Forgot My Password link from the Login page to reset your password.
Set a default server on new jobs.