How to Use ServeManager
Take a guided tour of ServeManager. Learn the shortcuts and more.
In this FREE course, you'll learn how to navigate through the great features ServeManager offers. You learn about:
Using the Companies Menu CRM and Creating Jobs. Keep your jobs and business organized.
Recording a Service Attempt and Creating an Affidavit all within the ServeManager tool.
Using the ServeManager Mobile Site and GPS Data. Send your clients REAL-TIME updates!
Explore power Accounting and Invoicing features.
Welcome to the Course!
Create a Job
Job Order Form
Create a Service Attempt
Mobile Site & GPS Data
Create an Affidavit
eFiling with ServeManager
Creating an Invoice
Payments with Stripe
My Account
Account Settings
Overview Dashboard
Court Cases
Accounting, Invoices, Statements, & More
Server Pay (Payroll)
ServeManager Directory
Collaboration