Help Articles

Exchange Partner Agencies: Service Level Agreements (SLA) and Best Practices

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 […]

Statements and Invoice Packets

Learn two different methods for downloading and sending unpaid invoices to clients.

Job Types / Service Types

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

Archive multiple jobs from the job list.

Add A Note To Multiple Jobs

Learn how to use our mass note feature.

Contractors Can’t Upload Miscellaneous Attachments

Guide for contractors/employee servers on adding misc. attachments to jobs.

Save An Attempt To Multiple Jobs

Learn how to use our mass attempt feature to save an attempt for multiple jobs at once.

Invoice Bulk Options

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 […]

Bulk Unarchive Jobs

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.

Bulk Options – Jobs

Bulk Options help you update multiple Jobs at once. From Jobs, select the necessary jobs with the checkbox tool next to each job number. After making your selection, press “Bulk Options” You have the following options to choose from:

How to Sign Up for the ServeManager Digital Wallet

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 […]