Collaboration invitations automatically expire after 14 days. If you sent an invitation by accident, or no longer wish to collaborate with a company or individual, please contact customer support with the details.
ServeManager recommends archiving companies you no longer do business with. Archiving does not remove the collaboration between your accounts, but the archived company will no longer appear as an autofill option when assigning the job’s client and/or contractor. If you wish to fully stop collaborating with a company or individual in ServeManager, please contact customer […]
From Companies open the specific client company Press “Edit” and then scroll to the bottom of the Company Edit screen and check this box: Press “Update” when finished. When creating new jobs, this client will appear by default in the client company section without needing to autofill their details.
(Please contact our Tech Support Team to request this feature for your account) To import a spreadsheet of job data, first go to Jobs Press “Import Spreadsheet” A pop-up will appear, prompting you to either drag/drop or choose a file to upload. Please note that the spreadsheet must be in .csv format (comma separated values). […]
Learn two different methods for downloading and sending unpaid invoices to clients.
To create a new job type, go to your Account Settings (My Account > Settings) in your manage list, you’ll see the option for Job & Service Types. After clicking Manage, you’ll be on your job and service type page, where you can view all types in your account. By default, you will see the Standard types, ServeManager’s […]
Archive multiple jobs from the job list.
Learn how to activate eFiling in your ServeManager account.
Learn how to use our mass note feature.
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 […]
