Add a job intake form to your website
New clients can enter a job from your website. Read more
Jobs
Log a service attempt
Log a service attempt from your desktop or mobile device. Read more
How job numbers work
Job numbers are assigned consecutively across all ServeManager accounts, which means they may not be consecutive within your account, but they will always be sequential and greater than the previous job number. Read more
Enable eService
Enable eService in your account. Read more
Perform eService
Learn how to perform an eService for a job. Read more
Archiving
Know how and when to use the archive feature for your workflow. Read more
Add Recipient Email Address/Phone Number
Recipient contact information can be added when creating a job, making a service attempt, and when saving a frequent recipient in your account settings. Read more
Set a Default Server on New Jobs
Set a default server on new jobs. Read more
Collaboration Visibility
Modify visibility options for job updates. Read more
Delete a job
Learn how to delete jobs in ServeManager. Read more
Categories
- Account
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- Troubleshooting