By adhering to these service-level agreements (SLAs) and best practices, you’ll ensure seamless collaboration, exceed client expectations, and maximize the value you deliver. These guidelines are designed to set you up for success. While not all recommendations are mandatory, each one represents a proven strategy to enhance efficiency, foster trust, and create standout experiences for […]
Learn two different methods for downloading and sending unpaid invoices to clients.
To create a new job type, go to your Account Settings (My Account > Settings) in your manage list, you’ll see the option for Job & Service Types. After clicking Manage, you’ll be on your job and service type page, where you can view all types in your account. By default, you will see the Standard types, ServeManager’s […]
Archive multiple jobs from the job list.
Learn how to activate eFiling in your ServeManager account.
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.
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.
The ServeManager Digital Wallet provides the ability for process servers to be paid efficiently for their work. Servers can accumulate funds in their wallet and disburse them to their bank at any time. Follow the instructions below to create your wallet and pair your bank account. Step 1: Log into Your ServeManager Account Login to […]
