Category: Customization

Request a custom proof or affidavit

We can make changes to our affidavit templates, or we can build custom documents as needed.

Order Forms

New clients can enter a job from your website.

Integrate with third-party apps using Zapier

Automate repetitive tasks, and integrate with third-party sites and API's using Zapier.

Job Sorting Options

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 […]

Adding a Company Contact

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 […]

Accept/Decline Workflow

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 […]

Create a Custom Job Board

Create your first Job Board To get started, go to My Account > Settings > Job Boards. Press the Manage button to view a list of all created job boards. Press New Job Board to create a new Board. When making a new Job Board, a user can give it a title and select a set of filters that get chosen whenever they select […]

Hotkeys

ServeManager Hotkeys ServeManager is loaded with hotkeys. Most are easy to find. If you see a button that contains an underlined letter, just type that letter instead of clicking the button with your mouse. Additional Hotkeys These hotkeys are not underlined, but work by typing one ore more characters. Shortcut Description s Search (moves cursor to the search field if the […]

Private Notes

Learn how to use Private Notes in your workflow.

Company Listings

Once you have entered a company into your ServeManager account, you can recall that company information by selecting companies from your left toolbar and then choosing the company in question from that list. When you select a company listing, you’ll open a page that displays all of the information you have entered for a particular […]

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.