Help Articles

Create a route

Follow these steps to create a route with detailed turn-by-turn directions for multiple service addresses.

How job numbers work

Job numbers are assigned consecutively across all ServeManager accounts, which means they may not be consecutive within your account, but they will always be sequential and greater than the previous job number.

Print documents for multiple jobs

Save time and energy by batch printing documents from multiple jobs at once.

Change due date for multiple jobs

Change the due date for multiple jobs at once from the jobs list.

Update job status for multiple jobs

Update the status of multiple jobs at once from the jobs list.

Delete payment from invoice

Delete or change payments made on invoices.

Change the server for multiple jobs

Reassign multiple jobs to a new server from your job list.

Policy on importing legacy data

Our policy on importing legacy data is that we can import lists of clients and courts, but NOT job data.

Add account aging summary to statements

Learn how to display an account aging table on statements to show totals of past due invoices.

Collaborators can’t see miscellaneous attachments

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