We can make changes to our affidavit templates, or we can build custom documents as needed.
New clients can enter a job from your website.
Automate repetitive tasks, and integrate with third-party sites and API's using Zapier.
We can make some changes to the field sheet. Please contact customer support to request updates.
We can make some changes to invoices and statements. Please contact customer support to request updates.
We can add a logo to your invoice on request. Please contact customer support, and they will assist you in this matter.
Go to Account > Settings > Enable GPS Watermark When capturing a new photo for your attempt, your gps location will be displayed directly onto the captured photo.
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 […]
Learn how to activate eFiling in your ServeManager account.
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 […]
Company contacts allow you to email updates to an individual that is not a member of your company. So if you would like to send someone that is not your employee an update about a note, attempt or affidavit, you can add them as a contact. To Add a contact, select companies from the left […]
To enable this workflow, go to My Account > Settings > Enable Job Accept Workflow. This will require contract servers to accept or decline new jobs before starting work. You can also choose the option “By default, require the contractor servers to accept or decline on new jobs.” This means that the option will be automatically […]
