Help Articles

Company Listings

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 […]

Using our API

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.

Create invoices in Quickbooks Online

Use Zapier to add new ServeManager invoices to Quickbooks Online.

Create invoices in Freshbooks

Use Zapier to add new ServeManager invoices to FreshBooks.

Create invoices in Xero

Use Zapier to add new ServeManager invoices to Xero.

How to use Server Pay

Use Server Pay to keep track of the money you owe to your servers!

Invoice Products

How to add invoice products for billing.

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.