Get started in ServeManager by creating your first job.
New clients can enter a job from your website.
Log a service attempt from your desktop or mobile device.
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 […]
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: […]
Learn how to delete jobs in ServeManager.
Know how and when to use the archive feature for your workflow.
Learn how to export spreadsheets of job info and other data.
Learn how to use Private Notes in your workflow.
Modify visibility options for job updates.
