Help Articles

ServeManager Mobile App: Manage Your Workflow on the Go

The ServeManager mobile app provides a convenient way to manage your workflow on the go. This article will provide an overview of the app’s key features and functionalities along with guiding you through the process of downloading and installing the app on your mobile device.

Job Sorting Options

These new sorting options will help you format and arrange your jobs based on your preferred method. To start sorting, go to your Jobs Index. In the right corner above the list, you will see a new box for Sorting Options. Select the Sorting option you would prefer. Clicking the option twice will reverse the sorting order […]

ServeManager Glossary

Terms you will see around ServeManager and what they mean

Job Filters

Use filters to locate/isolate/group together jobs in your account based on various criteria

Create an Affidavit

Steps on how to create an Affidavit in a Job.

Adding a Company Contact

Company contacts allow you to email updates to an individual that is not a member of your company. So if you would like to send someone that is not your employee an update about a note, attempt or affidavit, you can add them as a contact. To Add a contact, select companies from the left […]

Collaboration Visibility

Modify visibility options for job updates.

Collaboration

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 […]

Handling Bad Addresses

When you come across a ServeManager job with a bad address you will want to be sure you are handling that job correctly. You can find attempts saved with bad addresses, by selecting the horizontal attempts tab. From here, you can filter by the “Bad Address” attempt type, and then select the job number to […]

Coverage Area Selection Guide

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.

Export Contacts for Mass Emailing and Mailings

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 […]