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 […]
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.
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 […]
Terms you will see around ServeManager and what they mean
Know how and when to use the archive feature for your workflow.
Use filters to locate/isolate/group together jobs in your account based on various criteria
Steps on how to create an Affidavit in a Job.
