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 […]
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.
Learn how to export spreadsheets of job info and other data.
Learn how to use Private Notes in your workflow.
Follow these steps to create a route with detailed turn-by-turn directions for multiple service addresses.
Job numbers are assigned consecutively across all ServeManager accounts, which means they may not be consecutive within your account, but they will always be sequential and greater than the previous job number.
Enable eService in your account.
Change the due date for multiple jobs at once from the jobs list.