New Features

  • February 07, 2019
  • New Features

ServeManager's 2018 In Review

ServeManager is constantly updating and improving our process server software to meet the needs of our customers. We had a pretty exciting year between our feature updates, new partnerships, and over 1,300,000 jobs processed through ServeManager. 2019 has a lot in store for us so if you are not a ServeManager subscriber, modernize your workflow by jumping on board in 2019.

1,300,000 jobs were created

Over 1.3 million jobs were created within ServeManager in 2018. Process servers all over the country are reaping the benefits of our software. They are experiencing job growth, increased profit, and the networking benefit that comes with our software. We are anticipating significant job growth in 2019.

350,000 jobs were forwarded

350,000 of those jobs were forwarded to other process serving firms using our software. Collaboration through the software allows one person or company to create a job and then assign it to another user in the system. This allows companies to take on heavier workloads, forward jobs to contractors, and increase profit.

In addition, over 300 ServeManager customers upgraded to a higher job level this year thanks to increased demand from their existing and new clients. It is exciting to see so many ServeManager users utilizing all that our software has to offer, saving time on every job which in turn leads to the ability to take on more clients and generate revenue.

400,000 Lawyers exposed to ServeManager via ABA Blueprint

In December 2018, ServeManager proudly announced our technology partnership with the American Bar Association's Blueprint program. Together, we will connect law firms with a more efficient process serving experience. ServeManager is not only beneficial for process servers, it is also extremely useful for law firms who use our software to access a directory of process servers/ServeManager users and get real-time updates on their serves.

Aba & ServeManager

Read more about ServeManager’s partnership with ABA Blueprint

Our staff built 452 custom affidavits

ServeManager offers affidavit customization as an add on service for our subscribers. Last year our staff built 452 custom affidavits for ServeManager users. From simple modifications to existing documents to new and custom work, we are able to create any document you may need and populate it with the fields we collect within ServeManager. Email our support staff any affidavit requests you may have.

Stripe and ServeManager Payments

ServeManager’s integration with Stripe has streamlined a payment solution for process servers and their clients. Approximately 30% of ServeManager customers are utilizing this integration. ServeManager Payments allows their clients to pay them directly from their invoices. Those funds can then be transferred straight into the server’s bank account without the need for a merchant account.

ServeManager Payments

This makes it extremely easy for companies to get paid in a timely matter with little extra effort. ServeManager Payments saved our customers over 13 minutes per invoice, and the number of ServeManager users that have this feature enabled that were getting paid in 10 days or less jumped from 28% to 68%.

Learn more about how to implement Stripe into ServeManager

We grew our support team

We want our users to be confident using our software. Our Pro Series webinars are in-depth reviews on our best and most used features. These webinars can be viewed through our website and live on Facebook. Our support team dives deep into our features and aim to answer any questions users may have.

ServeManager Success Calls

For new ServeManager customers, we implemented a new “onboarding” procedure. Our improved onboarding gets members accustomed to our dashboard and using all available tools right away. Users can schedule a call with our support staff to get an in-depth walkthrough of our software so they can utilize all it has to offer.

ServeManager Support

If you simply need a refresher, ServeManager hosts weekly webinars walking members through standard procedure. View any upcoming webinars or watch our recorded video guides at your leisure.

New Features

This year our team introduced many new features that are saving process servers time and making their workflow easier. We listen to our users’ suggestions and aim to add any requested features that can make our software the best it can be.

Mass Attempts: The highly requested feature went live in December. It allows users to record an attempt across multiple jobs.

Server Pay: Server pay simplifies the payment process. Companies can now track outstanding balances to their employees and contractors through the ServeManager software.

Save and share: While creating an affidavit the save and share button allows you to select who you would like to make the document visible to and who you would like to email it to, all without leaving the screen.

Private notes: Private notes capture and display important information on companies you do business with. Notes automatically display when entering the company’s info into any new job, making it a great communication tool amongst employees.

Open files in browser: You can now open your files from ServeManager in your browser. You can also download and save files to your personal drive.

Zapier: ServeManager integrates with over 1,000 other web tools and applications thanks to the workflow automation tool Zapier. Servers can boost their productivity and save time with these integrations as information is automatically sent from one tool to another.

Erin’s List Integration: Erin’s List is a database focused on process server safety. Our integration with Erin’s List allows servers to cross-reference job addresses with the database to see if there is a “hit”. A hit is an address that other servers have noted as potentially dangerous.

Bosco Success Story

ServeManager software is utilized by process serving firms of all sizes. From a one-person business to a 100+ team, ServeManager’s platform works for any size operation. Bosco Legal Support, a 50+ person legal support team, made the switch from an aging software to the ever-evolving ServeManager. Their staff adapted quickly to the user-friendly software and are reaping the benefits - increased profits, revenue growth, and a higher level of service to their customers.

Watch how beneficial transitioning to ServeManager can be!

5-Star Rating

We continued our reputation as the number one software for process servers with a 5-star rating garnished on independent review sites. Check out what users are saying about our software, how it has helped them, and how it can benefit you.

ServeManager Reviews

We love feedback, leave a review here.

Give ServeManager A Try

If you are interested in experiencing our improvements first hand and reaping all the benefits our software has to offer, hop on board and try ServeManager this year. Whether you want to extend a past trial, open a new one, have any questions regarding our software, or want to dive right in with a subscription, we have you covered.

Contact us today!

  • January 28, 2019
  • New Features

Mass Attempts Pro Series Webinar

Watch the Mass Attempt ProSeries Webinar below:

 

 You can also begin using Mass Attempts right now by following the steps below.

 

To Start:

To begin using mass attempts, you will first need to activate this option. You can activate mass attempts by selecting My Account, and then the Settings Tab. Scroll down until you see the enable mass attempts button. Make sure it is checked.

 

Choose Your Jobs

Recording mass attempts on the desktop is easy! To do so, use the white checkboxes to select the jobs in which you would like to record an attempt. Then use the Options pull-down menu and select record an attempt.

In the next screen, you can enter the attempt information and select your sharing options.  Once you save, the attempt will be recorded in the selected jobs.

 

Multiple Jobs at the Same Address

ServeManager has the ability to recongize jobs at the same address.

 

Once mass attempts are activated, when you go to record an attempt at an address associated with another job, the system will ask you if you would like to record the attempt with that address as well. This works on both the mobile and desktop site.

You can remove a job from the mass attempt, by unselecting the checkbox next to the job number.

 

 

Mass attempts are one of the many time saving features of ServeManager. Start your trial today, and learn why ServeManager is the most widley used Process Server job management software in the world.

 

 

 

  • October 10, 2018
  • New Features

Feature Update: Private Notes

Introducing new private notes for companies

A private note displayed on a new job in ServeManager

The ServeManager team strives to bring you a straightforward and worry-free system for working with clients and collaborators. That’s why we’ve added a new private note feature to help capture and display important info on any company you do business with.

To create a new private note, select the desired company, then press edit. Halfway down the page you will see a prompt to enter a special private note.

Creating a private note for a client company

This note will automatically display when entering this company’s info into any new job, whether they are a client or a contracted process server. Now you can quickly see any feedback or comment associated with that company (quick job turnaround, unresponsive main office, require pre-payment, etc.). This note cannot be seen by other companies/contractors, it is only visible to you and your employees.

A private note displayed on the company page

  • October 08, 2018
  • New Features

Using ServeManager for Records Retrieval, Photocopy and other Legal Support Work

Users of ServeManager have long used the product to complete job types that are not traditional process of service. Through selective use of the available fields and job status you can manage work such as PI jobs, court filings or courier work. Some of the additions to ServeManager we've been making are custom fields and custom documents. With these functions we've created a workflow option to be used for document retrieval work, also known as photocopy or records reproduction in California.

Records Retrieval Case Study

Bosco Legal, a 50-person legal support team, shares how their records production department uses ServeManager for creating orders for subpoenas and authorizations for records. Learn about their transition to ServeManager and how their processes and client interactions have improved since the move. Check out the full Bosco Case Study here.

FieldsSelection

With the custom fields we can create various sets of additional fields to be added to the New Job screen. Some of the most common additional fields are opposing attorney information and additional details on the subject of the record retrieval. In most cases the subject of records is generally going to be your client's client, requesting access to their own records.

AdditionalFields

Once you've filled in all of the additional custom fields the data can be used to fill in various additional forms and packets. These packets are then printed off and given to the appropriate parties such as opposing counsel and the custodian of records. Have your server in the field deliver the request to the custodian and arrange for a pickup time.

CoverLetter

Once you have the documents available you can upload them under Miscellaneous Attachments in ServeManager and notify your collaborating client via an in app note that the documents are ready to be downloaded in the Miscellaneous attachments section.

Through a combination of custom fields and documents, ServeManager can help you manage various types of legal support jobs. If you do more than service of process, please let us know and we'd be happy to discuss how ServeManager can be used to facilitate a wide variety of workflows. Customization fees may apply. 

  • August 29, 2018
  • New Features

New Save and Share Button for Affidavits

We here at ServeManager are always thinking and strategizing ways to make your workflow easier and more efficient. Our new Save and Share button aims to accomplish just that!

Save and Share Button

When creating a new affidavit the Save and Share button will save you time by allowing you to select who you would like to make this document visible to and who you would like to email it to, all without leaving the screen.

Save and Share Settings

You can adjust who is automatically checked by using the email and visibility options in your settings, or by clicking here .

 

  • May 08, 2018
  • New Features

Separate Email Settings for Attempts, Notes and Affidavits

We separated the auto-check email settings for service attempts, job notes and affidavits, to give you more control over which job contacts are selected for different job events.

You can view and edit the email settings under My Account > Settings

ServeManager Email Settings

  • January 08, 2018
  • New Features

Set A La Carte User Permissions

Employees in your account can now be setup with more customized and specific permissions. The standard permission levels, Owner, Admin, and Limited are still available, but you can now create your own set of permissions for a user using the new Custom option. What this means is you can now enable a user to do things like create jobs, but not access accounting. A full list of permission options and what they enable can be found here.

UserPermissions

  • November 28, 2017
  • New Features

Quickly Check Job Sharing Status

We recently changed individual Job Logs to include more info about when and who shared items with collaborators. In an effort to increase visibility regarding this function even further we've also changed the icons and the menu interface that controls these functions.

AttemptShare

Previously when entering an attempt on a job with a collaborator there was a dropdown to choose who would be able to see the attempt once saved. This menu was often missed. Instead there is now a set of checkboxes, one for the Client side and one for the Contract Server side. These will only display if you're collaborating on that end. The system will still default to making attempts visible to all parties if the user has permissions to do so so nothing has changed as far as how these items are automatically shared, the interface simply looks a bit different. Limited employees without Client access still won't be able to share the attempt directly with the client.

JobShare

Once you've entered a few attempts and created affidavits on a job with a collaborating party you'll see the icons in the Job next to the Share link are now also different. Previously you still had the same information displayed, but it wasn't quite as clear as it is now. If you're collaborating on either side you'll see Client or Server displayed. If there is an Eye icon next to that party it means they can see that entry on their side. If there's a red No Symbol (the circle with a diagonal line) then that party cannot see that entry. To alter who can and cannot see these click the Share link next to the entry and you will have checkboxes to choose visibility.

  • November 07, 2017
  • New Features

Use Stripe Within Invoices and Statements

If you haven't started using it already, there is an option within ServeManager to take credit card payments via Stripe. We've made a small change to how you can use this feature. Previously the option to pay via Stripe was only available to your clients if you emailed the invoice to them. You can now charge their credit card directly from your saved Invoice or Statement.

To do so simply open any Issued Invoice or Saved Statement and click the Apply payment option up top. At the bottom of the interface is an option to enter credit card info. Enter the info your client gives you here and you can run the card for them. If the charge is successful the invoice will be marked as paid, you'll receive a notification email from Stripe, and you'll then receive a deposit from Stripe in the usual amount of time.

InvoiceCreditCard

  • October 31, 2017
  • New Features

Changes to Job Activity Log and Sharing

We've made a few adjustments and additions to how you communicate with your client and with your colleagues.

Within each Job there is a log displaying actions from your account within the Job including things like adding Notes, Attempts, and Affidavits. We've now added a function to also track who and when someone either emailed an event or shared with a collaborator. You'll see these logs in addition to the normal Created, Updated, or Deleted events.

SharedEvents

We also changed how Contacts are displayed when saving Notes, Attempts and so forth. Previously when creating or sharing an event the program would default to displaying only the default Contact, or no one at all if a contact was not selected. Instead the system will now generally display up to 5 contacts for any company in this screen. If you assign a default contact for a Job the default contact for the Job will be displayed at the top with an asterisk symbol.

EmailsDisplayed

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