Help Articles

Collaborators can’t see miscellaneous attachments

Collaborators unable to view miscellaneous attachments? Learn how to fix this problem.

Auto-Share Contractor Updates

Guide on automatic sharing contractor job updates with a client.

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 […]

Private Notes

Learn how to use Private Notes in your workflow.

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Mobile App: Disable Routing

To disable the Routing feature in your app and only view your Job List, go to Account > Settings > Enable Routing (turn off the option to disable routing).

Mobile App: Sorting and Filtering

Tap the Job Filter button located next to the Search Bar to apply filters to your job list. Job Boards Job State Jobs Service Status Due Date Attempts Job Status Affidavit Invoice Server Creator Pressing Apply will filter your job list with the selected filters, press Reset to cancel your selections and revert back to […]

Minimum Spec Requirements for the Mobile App (Recommended)

iOSApple has great support for their array of iPhones, and most recent ones (given that no settings are heavily tweaked) should not have (or experience fewer) issues using the app. Minimum OS requirement: iOS 17Minimum Phone requirement: iPhone XR Suggested Phone: iPhone 13 lineupReason: We don’t know when Apple will drop the X lineup from […]

Mobile App: Create Saved Addresses

Press The Bookmark symbol on the right side of the screen This opens your saved address list. From here you can search new addresses to add to your favorites list. Saved addresses can be selected and routed by clicking the route icon on the top toolbar.

Update a Court Case or Court Location

Make modifications to court cases and court locations to update multiple jobs at once.