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.
Learn how to use our mass note feature.
Learn how to use our mass attempt feature to save an attempt for multiple jobs at once.
These new sorting options will help you format and arrange your jobs based on your preferred method. To start sorting, go to your Jobs Index. In the right corner above the list, you will see a new box for Sorting Options. Select the Sorting option you would prefer. Clicking the option twice will reverse the sorting order […]
Know how and when to use the archive feature for your workflow.
Use filters to locate/isolate/group together jobs in your account based on various criteria
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 […]
Create your first Job Board To get started, go to My Account > Settings > Job Boards. Press the Manage button to view a list of all created job boards. Press New Job Board to create a new Board. When making a new Job Board, a user can give it a title and select a set of filters that get chosen whenever they select […]
