Joseph Click, owner of I Serve Papers in San Diego and a process server with over twelve years of experience recently wrote an article about how using ServeManager makes him money.
Add attempt descriptions, so you don't have to type them everytime, especially when you're on a mobile device.
Search for jobs by server name.
Search for jobs by date range and event type.
Save recipients whom you serve on a regular basis, such as corporations or individuals.
ServeManager is a tool that enables law firms to stay in close communication with their process servers and receive real-time job status updates.
There are now additional filters on the Jobs page. In addition to the previous filters, you can now filter by specific job statuses such as Out for Service or Non-Service.
We've added a checkbox under My Account > Settings to enable viewing of all jobs on the mobile site for Owners and Admins. If this option is left unchecked, Owners and Admins will only see jobs assigned to their user when accessing the mobile site.
There is an added option on the national affidavit to include a service fee. It is located above the signature block.
Now you can allow limited users to email clients and share notes, attempts and affidavits by enabling the setting per user.
Now you can quickly navigate using your keyboard to type hotkeys. Most are easy to find. If you see a button that contains an underlined letter, just type that letter instead of clicking the button with your mouse.
Now paying subscribers can fully edit any shared job, even if they didn't create it; allowing more flexibility for you and your clients or contractors who use ServeManager.
Now you can generate billing statements for outstanding invoices based on which court case they are associated with.
We've replaced the calendar style date-picker with fields that are more data entry friendly. We added some handy shortcuts too.
Tips and tricks for entering data quickly, including keyboard shortcuts and new hotkeys that are exclusive to ServeManager.
Discover why thousands of process servers choose ServeManager to grow their business.
Try for Free
