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!
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Companies Menu (CRM)
Create a Job
Record a Service Attempt
Create an Affidavit
Mobile Site & GPS Data
Invoice the Client
Accounting & Overview
Share Jobs
My Account