ServeManager is engineered and architected from the ground up with security and data integrity as a top priority.
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 […]
Server Pay’s new Payables feature allows users to create specific payables for their employee and contract servers. Payables can be created per employee/company, and you can even set a default account wide list of payables. Server Payables To create an Employee payable, go to My Account > Employees > Select the employee and press Edit. […]
Learn how to export spreadsheets of job info and other data.
Learn how to activate eFiling in your ServeManager account.
How to utilize the ServeManager Directory.
It can be inconvenient when someone does not receive an email sent by you. Emails users send through ServeManager have a 99% deliver-ability rate, but sometimes land in a folder that someone may not be used to checking. Email clients have a variety of different ways to filter emails, much of this is out of […]
Updating your email address in ServeManager is a significant change. This guide shows how to update that address, as well as how to update the companies that may have that old address stored on their account. To edit your email address first select my account and then the edit button next to your name. On […]
Most ServeManager affidavits call for a license number of the server assigned to the job. But if your affidavits are missing information for your contractors, then they will have to save that information themselves. The affidavit pulls the information of the server who actually performed the service. If that server is a contractor or an […]
Learn how to use Private Notes in your workflow.
Steps on adding a new Company to your Companies menu.