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 […]
This article outlines all required service-level standards and recommended daily practices for ServeIT jobs. Use this as your reference to ensure consistency, quality, and compliance. Service Level Agreements (SLAs) Standard Jobs First attempt: within 5 days of job creation Complete serve: within 14 days of job creation Accept or decline: within 24 hours of notification […]
Service Level Agreements (SLA’s) Special Instructions Job Timing & Completion Goals Standard Rush 1. Job Acceptance & Assignment (Accounting for business hours and time zones) a. Job Acceptance Timing b. Job Assignment Timing 2. Attempt Requirements a. Minimum Attempts b. Extra Attempts or Services c. First Attempt Requirements d. Subsequent Attempt Requirements 3. Documnetation of […]
test
To disable the Routing feature in your app and only view your Job List, go to Account > Settings > Enable Routing (turn off the option to disable routing).
From Companies open the specific client company Press “Edit” and then scroll to the bottom of the Company Edit screen and check this box: Press “Update” when finished. When creating new jobs, this client will appear by default in the client company section without needing to autofill their details.
Invoice bulk options You have several bulk options available to in ServeManager One of the most key bulk options items to understand is invoicing. If you go Invoices, you can filter down your invoices however you’d like to and then select the boxes by each invoice number. Bulk options enables you to complete a multitude […]
How to Unarchive Multiple Jobs This will help speed up your workflow even further when using ServeManager! You can learn more about additional bulk options for your Jobs list, here.
Terms you will see around ServeManager and what they mean
The Coverage Area feature allows you to define the geographic region for your services, whether by county or zip code. This guide will take you through the process step-by-step.
Our Email Sharing feature allows users to share job details with collaborators, co-workers, and more. To share job documentation, go to Jobs > Select your Job > Scroll down to your documents section and press share. After you have the share screen up, you can choose from the above options or type in an email […]
