New Features

Feature Update: Signed Affidavit Filter And Attachment Tagging

Our newest update adds a new filter to locate jobs with a signed/unsigned affidavit as well as the ability to tag miscellaneous attachments as affidavits.

Introducing New Customizable Job Boards in ServeManager

Customizable Job Boards help users create specific job boards with preselected filters, default search terms, and modified data columns to help save you time and energy in your day-to-day operations.

Introducing the New Accept/Decline Workflow Feature for Contract Servers in ServeManager

A new workflow wherein contractors can accept or decline collaborated jobs.

Collaboration Service Instructions

Job Service Instructions can now be shared/hidden when Collaborating with Clients and Contractors.

New Feature: Address Labels

Create an Address Label page when mass printing job documents.

eFiling With ServeManager

Learn how to eFile directly from your ServeManager account.

Server Pay Improvements

ServeManager's newest improvements to the Server Pay feature!

New API Functions

You can now generate your own API keys, for each integration you are using with ServeManager.

New Feature: Email & Sharing

Job updates can be emailed to a custom email address alongside regular company contact.

New Feature: Sharing Individual Uploads

A long-awaited feature has finally arrived! You can now control the visibility of individual uploads within ServeManager.

View & Search Payments

The Payments tab now returns a detailed list of payments for invoices and statements. See who applied a payment, filter the list, or search by the payment description (e.g. check number).

Digital Service of Process (eService) Updates

Released in June, ServeManager’s eService feature has had many updates one of which is the naming transition from eService to Digital Service of Process (DSOP).

Attempt Specific Uploads

We're at it again! ServeManager's newest update now allows you to upload files while recording attempts. This new feature helps manage your uploaded files while adding clarity for your clients.

POS-050/EFS-050 Now Populates eService Information

The California POS-050/EFS-050 now populate information saved in an eService.

ServeManager eService Beta Available to All Subscribers

We're rolling out eService to the masses. You can now activate and begin using ServeManager's newest feature!

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