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.
If you would like to send holiday greetings to your company contacts or simply mass contact in general, follow the below steps. First navigate to the Companies page. From here you can click the Export Spreadsheet option just above the list on the right side. This will generate a CSV file with primary contact email address and primary […]
To enable this workflow, go to My Account > Settings > Enable Job Accept Workflow. This will require contract servers to accept or decline new jobs before starting work. You can also choose the option “By default, require the contractor servers to accept or decline on new jobs.” This means that the option will be automatically […]
Create your first Job Board To get started, go to My Account > Settings > Job Boards. Press the Manage button to view a list of all created job boards. Press New Job Board to create a new Board. When making a new Job Board, a user can give it a title and select a set of filters that get chosen whenever they select […]
ServeManager Hotkeys ServeManager is loaded with hotkeys. Most are easy to find. If you see a button that contains an underlined letter, just type that letter instead of clicking the button with your mouse. Additional Hotkeys These hotkeys are not underlined, but work by typing one ore more characters. Shortcut Description s Search (moves cursor to the search field if the […]
When you receive a job from a client that has service instructions, you will see those instructions as normal When you edit the job, you will see those instructions as well as an editable box for your own instructions, you might see something like this if you were also forwarding the job to another server: […]
Learn how to delete jobs in ServeManager.
Update company information and other settings.
Steps on adding a new Employee to your Account.
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 […]
