Help Articles

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.

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.