Category: Jobs

Create your first job

Get started in ServeManager by creating your first job.

Order Forms

New clients can enter a job from your website.

Log a service attempt

Log a service attempt from your desktop or mobile device.

Create a Custom Job Board

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 […]

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:

Share Service Instructions

When you receive a job from a client that has service instructions, you will see those instructions as normal When you edit the job, you will see those instructions as well as an editable box for your own instructions, you might see something like this if you were also forwarding the job to another server: […]

Delete a job

Learn how to delete jobs in ServeManager.

Address Labels

Steps on how to create an Address Label page when mass printing job documents.

Private Notes

Learn how to use Private Notes in your workflow.

Collaboration Visibility

Modify visibility options for job updates.