Category: Getting Started

Create a Job

Get started in ServeManager by creating your first job.

Create an Attempt

Log a service attempt from your desktop or mobile device.

Use An Electronic Signature

Enable the electronic signature account setting, so employees can save and apply their own signatures.

Mobile App: Create a Service Attempt

Press the New Attempt button to begin creating a service attempt. (Make sure you have the proper job selected so you don’t accidentally create a service attempt for the wrong job. Verify the job you’re creating a new attempt for by using the job number, recipient name, or the job’s assigned client. You can use […]

Job Filters

Use filters to locate/isolate/group together jobs in your account based on various criteria

Create an Affidavit

Steps on how to create an Affidavit in a Job.

Adding a Company

Steps on adding a new Company to your Companies menu.