How to Unarchive Multiple Jobs This will help speed up your workflow even further when using ServeManager! You can learn more about additional bulk options for your Jobs list, here.
The ServeManager Digital Wallet provides the ability for process servers to be paid efficiently for their work. Servers can accumulate funds in their wallet and disburse them to their bank at any time. Follow the instructions below to create your wallet and pair your bank account. Step 1: Log into Your ServeManager Account Login to […]
The ServeManager mobile app provides a convenient way to manage your workflow on the go. This article will provide an overview of the app’s key features and functionalities along with guiding you through the process of downloading and installing the app on your mobile device.
These new sorting options will help you format and arrange your jobs based on your preferred method. To start sorting, go to your Jobs Index. In the right corner above the list, you will see a new box for Sorting Options. Select the Sorting option you would prefer. Clicking the option twice will reverse the sorting order […]
Terms you will see around ServeManager and what they mean
Company contacts allow you to email updates to an individual that is not a member of your company. So if you would like to send someone that is not your employee an update about a note, attempt or affidavit, you can add them as a contact. To Add a contact, select companies from the left […]
Modify visibility options for job updates.
When you come across a ServeManager job with a bad address you will want to be sure you are handling that job correctly. You can find attempts saved with bad addresses, by selecting the horizontal attempts tab. From here, you can filter by the “Bad Address” attempt type, and then select the job number to […]
The Coverage Area feature allows you to define the geographic region for your services, whether by county or zip code. This guide will take you through the process step-by-step.
If you would like to send holiday greetings to your company contacts or simply mass contact in general, follow the below steps. First navigate to the Companies page. From here you can click the Export Spreadsheet option just above the list on the right side. This will generate a CSV file with primary contact email address and primary […]
To enable this workflow, go to My Account > Settings > Enable Job Accept Workflow. This will require contract servers to accept or decline new jobs before starting work. You can also choose the option “By default, require the contractor servers to accept or decline on new jobs.” This means that the option will be automatically […]
