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.
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 […]
Modify visibility options for job updates.
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 […]
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 […]
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 […]
