Get started in ServeManager by creating your first job.
Log a service attempt from your desktop or mobile device.
New clients can enter a job from your website.
Use filters to locate/isolate/group together jobs in your account based on various criteria
Know how and when to use the archive feature for your workflow.
We are excited to introduce our new document preview workflow, designed to help you create jobs faster, more accurately, and with greater confidence. This enhancement gives you a clearer process for validating case details, recipients, documents, and service information — all in one intuitive screen, without bouncing back and forth between windows or risking data […]
Learn how to use Private Notes in your workflow.
Tap the Job Filter button located next to the Search Bar to apply filters to your job list. Job Boards Job State Jobs Service Status Due Date Attempts Job Status Affidavit Invoice Server Creator Pressing Apply will filter your job list with the selected filters, press Reset to cancel your selections and revert back to […]
Enable eService in your account.
Recipient contact information can be added when creating a job, making a service attempt, and when saving a frequent recipient in your account settings.
Learn how to perform an eService for a job.
(Please contact our Tech Support Team to request this feature for your account) To import a spreadsheet of job data, first go to Jobs Press “Import Spreadsheet” A pop-up will appear, prompting you to either drag/drop or choose a file to upload. Please note that the spreadsheet must be in .csv format (comma separated values). […]
