Log a service attempt from your desktop or mobile device.
Collaboration allows you to share information inside of ServeManager, specifically sharing jobs from one account to another. Collaboration allows one person to create a job and then assign it to someone in a different account. With collaboration, you, your clients, and your contractors can view real time updates and share information and documents all within […]
Enable the electronic signature account setting, so employees can save and apply their own signatures.
Learn how to use our mass note feature.
Guide for contractors/employee servers on adding misc. attachments to jobs.
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 […]
Terms you will see around ServeManager and what they mean
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
Steps on how to create an Affidavit in a Job.
Company contacts allow you to email updates to an individual that is not a member of your company. So if you would like to send someone that is not your employee an update about a note, attempt or affidavit, you can add them as a contact. To Add a contact, select companies from the left […]
