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.
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 […]
Learn how to use Private Notes in your workflow.
Steps on adding a new Company to your Companies menu.
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 […]
