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.
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 […]
Server Pay’s new Payables feature allows users to create specific payables for their employee and contract servers. Payables can be created per employee/company, and you can even set a default account wide list of payables. Server Payables To create an Employee payable, go to My Account > Employees > Select the employee and press Edit. […]
Learn how to export spreadsheets of job info and other data.
It can be inconvenient when someone does not receive an email sent by you. Emails users send through ServeManager have a 99% deliver-ability rate, but sometimes land in a folder that someone may not be used to checking. Email clients have a variety of different ways to filter emails, much of this is out of […]
