Request a custom proof or affidavit
We can make changes to our affidavit templates, or we can build custom documents as needed. Read more
Customization
Add a job intake form to your website
New clients can enter a job from your website. Read more
Integrate with third-party apps using Zapier
Automate repetitive tasks, and integrate with third-party sites and API's using Zapier. Read more
Upload Company Attachments
How to upload attachments into a company entry. Read more
Request changes to the field sheet
We can make some changes to the field sheet. Please contact customer support to request updates. Read more
Request changes to the invoice or statement
We can make some changes to invoices and statements. Please contact customer support to request updates. Read more
Add a logo to the invoice
We can add a logo to your invoice on request. Please contact customer support, and they will assist you in this matter. Read more
Add account aging summary to statements
Learn how to display an account aging table on statements to show totals of past due invoices. Read more
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 request an API key by contacting customer support. Read more
Categories
- Account
- Affidavits & Docs
- Collaboration
- Customization
- Getting Started
- Invoicing
- Jobs
- Mobile
- Other
- Troubleshooting