Updating your email address in ServeManager is a significant change. This guide shows how to update that address, as well as how to update the companies that may have that old address stored on their account. To edit your email address first select my account and then the edit button next to your name. On […]
Most ServeManager affidavits call for a license number of the server assigned to the job. But if your affidavits are missing information for your contractors, then they will have to save that information themselves. The affidavit pulls the information of the server who actually performed the service. If that server is a contractor or an […]
Learn how to use Private Notes in your workflow.
Steps on adding a new Company to your Companies menu.
Learn how to resend a collaboration invitation.
Once you have entered a company into your ServeManager account, you can recall that company information by selecting companies from your left toolbar and then choosing the company in question from that list. When you select a company listing, you’ll open a page that displays all of the information you have entered for a particular […]
ServeManager has a robust developer API which can be used to integrate with your system, a client’s, or third-party applications. Detailed instructions can be found in our API Documentation, and you can generate your own API key by following this guide.
Use Zapier to add new ServeManager invoices to Quickbooks Online.
Use Zapier to add new ServeManager invoices to FreshBooks.
Use Zapier to add new ServeManager invoices to Xero.
Use Server Pay to keep track of the money you owe to your servers!
How to add invoice products for billing.
