New Features

How to add Write-offs and Discounts to Invoices

ServeManager guide on how to easily add write-offs, discounts, and other negative amounts to your invoices.

Texas Users: New Employee and Contractor Fields Available

ServeManager is constantly being updated to meet the needs of our users. Our newest update adds fields to make generating Texas affidavits even more convenient!

ServeManager's 2018 In Review

It was an exciting year for ServeManager, filled with feature updates, new partnerships, job growth, and so much more. We are anticipating an even bigger 2019, so if you are not a subscriber, now is the time to jump on board.

Mass Attempts Pro Series Webinar

One of our most requested features has finally gone live! You are now able to record an attempt, across multiple jobs. Save time with the new mass attempts feature.

Feature Update: Private Notes

A new feature that lets users create internal private notes for clients and/or collaborating companies.

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

ServeManager can support a variety of legal support jobs and workflows through custom fields and documents including photocopy, document retrieval, court filings and more.

New Save and Share Button for Affidavits

Indroducing ServeManager's new Save and Share feature for affidavits. You are now able to share and make affidavits visible directly from the affidavit screen.

Separate Email Settings for Attempts, Notes and Affidavits

Now you have more control over which job events get emailed to clients and process servers.

Set A La Carte User Permissions

Learn about how to set specific user permissions

Quickly Check Job Sharing Status

Learn how to quickly identify which Collaborators can and cannot view an Affidavit, Attempt, or Note within a Job

Use Stripe Within Invoices and Statements

Learn how to use Stripe directly in your Invoices and Statements

Changes to Job Activity Log and Sharing

Read about additions to our Job Activity Log and adjustments to our Email To options

Zip+4 codes available for address auto-complete

Want Zip+4 codes to be included in address auto-complete? Enable this setting.

Auto Complete Addresses in Uppercase Letters

Learn how to populate your auto completed address in Uppercase letters

Auto Complete Addresses

Learn how Addresses will now autofill for you in ServeManager


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