Get started in ServeManager by creating your first job.
New clients can enter a job from your website.
Log a service attempt from your desktop or mobile device.
Learn how to delete jobs in ServeManager.
Know how and when to use the archive feature for your workflow.
Learn how to export spreadsheets of job info and other data.
Learn how to use Private Notes in your workflow.
Modify visibility options for job updates.
When you come across a ServeManager job with a bad address you will want to be sure you are handling that job correctly. You can find attempts saved with bad addresses, by selecting the horizontal attempts tab. From here, you can filter by the “Bad Address” attempt type, and then select the job number to […]
Follow these steps to create a route with detailed turn-by-turn directions for multiple service addresses.
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.
