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 […]
Learn how to use Private Notes in your workflow.
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 […]
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Enable the electronic signature account setting, so employees can save and apply their own signatures.
After failing to login 4 times, a pop-up will appear asking if you would like to reset your password. Alternatively, if you open this link in your browser, you can update your password: https://www.servemanager.com/passwords/new
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).
Press the New Attempt button to begin creating a service attempt. (Make sure you have the proper job selected so you don’t accidentally create a service attempt for the wrong job. Verify the job you’re creating a new attempt for by using the job number, recipient name, or the job’s assigned client. You can use […]
Tap the Job Filter button located next to the Search Bar to apply filters to your job list. Job Boards Job State Jobs Service Status Due Date Attempts Job Status Affidavit Invoice Server Creator Pressing Apply will filter your job list with the selected filters, press Reset to cancel your selections and revert back to […]
iOSApple has great support for their array of iPhones, and most recent ones (given that no settings are heavily tweaked) should not have (or experience fewer) issues using the app. Minimum OS requirement: iOS 17Minimum Phone requirement: iPhone XR Suggested Phone: iPhone 13 lineupReason: We don’t know when Apple will drop the X lineup from […]
