COVID-19 Resources for Process Servers

New Features

  • July 30, 2020
  • New Features

ServeManager eService Beta Available to All Subscribers



Our Beta eService feature is now available to all ServeManager subscribers. You can activate this new feature by going into your settings page and activating this setting.

You have the option to allow eService on a per-job basis by enabling the eService setting. Select "Auto-check eService on new jobs" to enable eService by default on new jobs.

To control which jobs are allowed Service, you can enable eService by checking the enable eService box while creating a job:



As this is a beta feature, some expected functionality may not yet be available:

  • We recommend checking with your clients and courts to ensure that eService is appropriate for a particular job. Ideal scenarios for this feature are serving corporations, government entities, and records facilities who would prefer waiving their right to physical service.
  • Only one computer file can be eServed. Multiple computer files must be bundled together into a .zip file.
  • Currently, eService only works with the Nationwide eService affidavit. We are not supporting customized eService affidavit templates at this time. You can advance edit a document to copy and paste the information you need in the format you would like.
  • The recorded eService cannot be shared with clients at this time, unlike regular attempts. However the Nationwide eService affidavit will contain this eService information and is shareable to clients.


You can learn more about how to use this new beta feature by following our eService guide.

This is a beta feature. If you encounter issues while using this feature, please document what you encountered and let us know via email. We are looking to improve these features so please share any comments, suggestions, or support requests with us here.


  • July 28, 2020
  • New Features

New Statement Feature Roundup

Our engineers have been working tirelessly behind the scenes to bring additional functionality to ServeManager. We've recently released several updates to make managing your statements easier, and for you to find that information quicker.

Statements Now Appear in the Job Activity

To help keep all of your information organized, we have now added statement events to be recorded in your job activity. So now when an invoice is added to a statement, issued from a statement, or paid through a statement, that action is recorded in the activity for every job where the invoice has been added to a statement.

Status Filter and Date Range Filters

A much requested feature has finally arrived! When viewing your statements page you can now use filters to help find the particular statements you need, just like you currently can with invoices. You can adjust the filters by statement status, or created and paid date ranges. Now easily find the statement you need with a few clicks!

Custom Email Text and Statement Terms

We want you to be able to share all the information you need to when emailing out documents. Previously, you could only customize the email message and add comments to the bottom of invoices. We have now brought this functionality to statements as well! You can begin using this feature by going into your settings and you can read more in this article.

We are always looking for ways to save our users' time. If you have any comments questions or concerns about these new features, or about ServeManager in general, please feel free to reach out to us here.

  • June 29, 2020
  • New Features

Introducing Electronic Service of Process with ServeManager

Introducing Electronic Service of Process with ServeManager

Due to the COVID-19 pandemic, the service of process industry has changed, and there could be long-term implications. In addition to the precautions servers now need to take while out in the field, we've seen an increase in the utilization of electronic means—primarily email—to transfer documents from one party to the other. Government entities, records facilities, businesses, and even private party defendants want to avoid in-person contact and are opting to have their documents delivered electronically.

Here at ServeManager, our team's primary goal has always been to give process servers the tools they need to grow their business, work more efficiently, and stay relevant in the industry. With that goal in mind, we decided to develop an electronic service of process solution for process servers that is irrefutably better than email.

Our eService solution was built so that process servers can provide a digital paper trail that email cannot. This feature allows you to send notification of service documents, see when the notification is viewed, see when physical service is waived, and see when service documents are downloaded from within ServeManager.

Our eService feature maintains the process server as an independent third party to perfect service of process. We are living in unprecedented times, and as the pandemic continues, rules and legislation will change. Rather than these rules being imposed on our industry, we want to deliver the solution that supports business continuity for the legal system and you - the legal support providers.

With this tool at the disposal of our users, we feel that process servers stand to gain more work and expand their services by being able to offer a "better than email" alternative for eService.

Our eService feature is in beta and is only available to our paid process serving customers. To learn more about how this feature works, click here. And if you would like this feature activated in your account, please contact us to be added to the wait list.

Learn More Join eService Wait List

  • June 24, 2020
  • New Features

ServeManager Update: Custom Terms of Payment/Default Email Messaging for Statements

ServeManager continues to provide cutting-edge software solutions for business owners while responding to positive feedback on how to expand our capabilities.

Our newest update includes new customization options for Statements. (Click here to learn more about creating statements in ServeManager)

Account owners can now set their own custom Terms of Payment for all Statements generated in their account, along with a default email message. This can be done from the account settings page (To navigate to your account settings in ServeManager, go to My Account > Settings).

statement custom blog

Terms of Payment and a default email message can be set for the entire account as well as each individual company entry (company-specific settings will override the customizations made in the main account settings). To include specific terms/messaging for a company, open their entry from the companies list and press edit.

Let us know how this new feature is working for you! Feel free to contact us with any comments questions or concerns.

 
  • April 15, 2020
  • New Features

New Feature: Collaboration Auto Sharing

Our latest and greatest ServeManager feature update allows users to set up automatic sharing options for collaborating contractors.

In the past, we have heard from our users that they wished for the ability to have their contractors email attempts and other job updates directly to their client. This new update permits that and more!

Located in the Email & Sharing section of your account settings, you will see a new section labeled Auto-Share Updates From Contractors to Clients.

auto share updates

Checking the *Enable Auto-share for contractors box will cause the Auto-share reply-to email address field to appear. This field will pre-populate if you entered a default reply-to email address in your settings. If you do not have a default reply-to address entered, the account's email address will be added. This field must have an email address and cannot be blank.

Once you update these settings, make sure to press Save before leaving this page.

Auto sharing settings can be modified for each collaborating contractor you work with. 

Open any collaborating contractor from your companies list (Pro-tip: you can use the search box to isolate specific company labels such as contractor or process server, you can also use the Collaboration filter to only view companies you collaborate with).

In the company edit screen, you will see a new set of options for automatic sharing.

auto share updates 2

Affidavits, Attempts, and Notes can be toggled to be automatically visible to the client, and automatically emailed to the assigned client contact when the contractor emails the job update to you.

If the email option is checked, the update will automatically be visible as well. The visibility option can be checked without automatically emailing.

Please note this feature only applies to jobs with a collaborating contractor and collaborating client.

We always love to hear feedback from our users. If you have any questions, comments or concerns, you can contact us here

 

  • September 05, 2019
  • New Features

ServeManager Directory Update: Profile Descriptions

The ServeManager Directory has always been a great tool for collaborating with other ServeManager users and growing your network of trusted professionals in the world of judicial services. 

You can now take your profile a step further by adding a custom description of your company for other users to see. 

sm directory blog 1

From your account settings, you now have the option of adding a short description for your company when choosing to be listed in the ServeManager Directory. This description will appear underneath your company name in the directory. 

You can use the description field to list your operations and services, why you are a good fit for hire, your company values, a short bio, or any other info you wish to display to the other users in the directory.

As a reminder, only paid subscribers can access the ServeManager Directory.

sm directory blog 2

The directory can be searched by address, city, state, and zip code, so if a search is performed by a user, and your address is relevant to the search query, it will appear in the search result list.

Now you can make the right first impression when growing your network within ServeManager!

If you have any questions, comments, or concerns, please feel free to reach out to us. 

 

  • August 27, 2019
  • New Features

New ServeManager Feature: Mass Notes

ServeManager’s newest update brings the ability to create mass notes!

After switching on the necessary setting, users will be able to create a note and apply it to multiple jobs at once. 

Here's a handy video that goes over the new update:

 

How To Turn On Mass Notes

mass note blog 1

First, go to your Account Settings 

You will see a new option for “Allow Mass Notes”.

Mark the checkbox and press SAVE.

You can now create mass notes from your job list.

How To Save A Mass Note

From your job list, use the checkbox tool to select the jobs you want to inlcude for the mass note.

You can create a note for up to 100 jobs (due to page limitations), you can also use the job filters/search bar to narrow down your list.

Once you have the necessary jobs selected, press the OPTIONS pulldown menu. You will see a new option for "Record a Note".

 mass note blog 2

 

Recording the note lets you add a label, a description box for the note itself, as well as a host of email/sharing options. You can choose to email the client contact for every job, the employee process server assigned to each job, the contract server assigned to each job, as well as any of the employees in your own account.

 mass note blog 3

If any of the jobs you select have a collaborating client/contract server, you have the ability to choose the visibility setting for the note before saving (whether you want it to be visible or not for your collaborators).

As long as all of the necessary email contacts are selected, and the appropriate message is added to the description box, press SAVE and you will have successfully created your first Mass Note!

If you are collaborating on a job that has since been unassigned from you, you won’t be able to create a mass note for that entry, the system will simply skip over any and all re-assigned jobs. 

If you would like your employees to have the ability to create mass notes, ensure that they have the following permissions enabled: Create Job Notes and Enable Email & Sharing. You can learn more about employee permissions here.

mass note blog 4 

We love hearing your comments, feedback, and other suggestions on how to make ServeManager the ultimate software for process servers. Feel free to reach out with any questions or concerns at this time.

  • July 23, 2019
  • New Features

ServeManager Directory Collaboration Easier Than Ever!

The ServeManager Directory has always been a great resource for finding fellow users to collaborate and share jobs with. Our most recent update makes the collaboration process even easier!

In the past, users were required to create a job and create a contractor company before they could assign the job and send the collaboration invitation. Recently, we have updated the ServeManager Directory so that you can directly send an invitation to collaborate before the job is entered into the system.

When searching the directory by address, zip code, city, or state, the resulting list of local process servers will generate as usual (as always, please note that this list is opt in so the only users that will be found are users that have chosen to join the list). With our new update you now you have the option of sending a collaboration invitation when sending a message to the prospect.

Directory Update

Sending the invitation will automatically create an entry in your company list for that contractor. Once the collaborator accepts the invitation, the collaboration symbol will appear next to their company name in your company list, and when you assign a job to them it will appear in their ServeManager account as well. 

As a reminder, you can choose to be listed in the ServeManager Directory by turning on the option in your account settingsTo enable this for your own account click My Account and then Settings. At the bottom is an option to "Show my company in the ServeManager Directory." Once you do this and save your changes your company will appear as an entry in the ServeManger Directory. Only subscribed users can access and be part of the ServeManager Directory.

As always, you can contact us with any comments, questions, or concerns.

  • June 07, 2019
  • New Features

ServeManager Automation Recipes: Text Critical Job Updates with Sakari

Text messaging was the most common form of digital communication in 2018, and it should be no surprise that texting has crept into the business world. Whether it’s sending your customers status updates, or letting your process servers know you have a new job for them, the prevalence of texting is a growing trend in the process serving industry as well.

With the Zapier platform, there are several apps that enable communication via SMS texting from ServeManager. One of these tools is Sakari. We had the chance to chat with the company’s founder a few weeks back and we were pretty impressed with what they’ve built.

While there are a number of automations you could build with Zapier and ServeManager, our integration with Sakari enables you to send text messages to process servers that are set up as employees. This way, they are notified when ServeManager jobs are created that they are responsible for serving.


Connect Sakari + ServeManager

We’ll be building out more Sakari + ServeManager templates, but with this Zapier integration you can build other automation recipes like:

  • Texting a client when a new attempt is made
  • Texting a client when a new affidavit is created
  • Receiving a text as an owner or admin when a new job is created via order form

Check out more information on the Sakari + ServeManager integration, learn about what Sakari has to offer, or contact us if we can help with your automations.

  • May 17, 2019
  • New Features

How to add Write-offs and Discounts to Invoices

With ServeManager you can easily incorporate write-off or discount charges on your invoices!  

There are a couple methods when it comes to adding a write-off/discount to certain job invoices.

The first method involves creating a product in your account settings. First, navigate to My Account, then Settings, then the Invoicing section, where you will see your total number of products. Select Manage to see your product list and then select New Product to begin.

 Write-off 1

From here, give your product a name (Write-Off, Discount, etc.)

Make sure that you set a negative price for the cost, that way it will offset the invoice total when added.

Add any additional details such as description, tax rate, or if you would like to make it a default product on new invoices 

Once all of the information looks correct, hit save. 

 Write-off 2

After you successfully add the product,  you can now add that product to any invoice.

Write-off 3

Additionally, you don’t have to utilize the product feature if you want to manually add the discount/write-off to your invoice. Just make sure you assign a negative price before saving.

Write-off 4

Along with adding a product, you can simply pay a zero-dollar invoice which will result in a negative total.  When you export your invoices into a spreadsheet, you'll be able to sum up all of those products to see the total write-offs or discounts for the period. 

If you had any further questions about accounting or adding products, you can view our pro-series accounting feature hereAdditionally, you can always give us a call or send us an email if you had any further questions. ServeManager is here to make all aspects of your business a breeze!

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