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.

Mobile App: Add GPS Watermark To Photos

Go to Account > Settings > Attempt Preferences > Enable GPS Watermark Photos When capturing a new photo for your attempt, your GPS location will be displayed directly onto the captured photo.

Private Notes

Learn how to use Private Notes in your workflow.

Update a Court Case or Court Location

Make modifications to court cases and court locations to update multiple jobs at once.

Upload Company Attachments

How to upload attachments into a company entry.

Request Changes to the Field Sheet

We can make some changes to the field sheet. Please contact customer support to request updates.

Request Changes to the Invoice or Statement

We can make some changes to invoices and statements. Please contact customer support to request updates.

Add a Logo to your Invoice

We can add a logo to your invoice on request. Please contact customer support, and they will assist you in this matter.

Job Types / Service Types

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 […]