Category: Jobs

Create your first job

Get started in ServeManager by creating your first job.

Log a Service Attempt

Log a service attempt from your desktop or mobile device.

Order Forms

New clients can enter a job from your website.

Mobile App: Sorting and Filtering

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 […]

Job Types / Service Types

To create a new job type, go to your Account Settings (My Account > Settings) in your manage list, you’ll see the option for Job & Service Types.  After clicking Manage, you’ll be on your job and service type page, where you can view all types in your account. By default, you will see the Standard types, ServeManager’s […]

Archive multiple jobs

Archive multiple jobs from the job list.

Add A Note To Multiple Jobs

Learn how to use our mass note feature.

Save An Attempt To Multiple Jobs

Learn how to use our mass attempt feature to save an attempt for multiple jobs at once.

Bulk Options – Jobs

Bulk Options help you update multiple Jobs at once. From Jobs, select the necessary jobs with the checkbox tool next to each job number. After making your selection, press “Bulk Options” You have the following options to choose from:

Job Sorting Options

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 […]

Job Filters

Use filters to locate/isolate/group together jobs in your account based on various criteria