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
Collaboration Visibility
Modify visibility options for job updates. Read more
Delete a job
Learn how to delete jobs in ServeManager. Read more
Export spreadsheets
Learn how to export spreadsheets of job info and other data. Read more
Create a route
Follow these steps to create a route with detailed turn-by-turn directions for multiple service addresses. Read more
Save an attempt to multiple jobs
Learn how to use our mass attempt feature to save an attempt for multiple jobs at once. Read more
Add a note to multiple jobs
Learn how to use our mass note feature. Read more
Archive multiple jobs
Archive multiple jobs from the job list. Read more
Categories
- Account
- Affidavits & Docs
- Collaboration
- Customization
- Getting Started
- Invoicing
- Jobs
- Mobile
- Other
- Troubleshooting