There are three options for setting a default process server for new jobs:
To select a default process server, go to My Account > Settings.
Select one or more jobs, and then choose Assign Jobs to Server from the options drop-down. This will change the process server for the selected jobs, and email the server the list of job numbers and links they can click to access the jobs.
Only employees can be selected at this time.
Save a few clicks by choosing the Jobs tab you most frequently visit. If you typically go straight to the Map, then you can set it as the default tab when the Jobs menu is selected.
To choose a default Jobs tab, go to My Account > Settings.
We've added some exciting new features that allow you to visualize your jobs on a map, route them and assign the route and jobs to an employee.
Under Jobs > Map you will see a map with pins that represent jobs. Selecting an area with pins will select those jobs. Use the search and filters to narrow the number of pins displayed, and navigate the map by dragging or zooming.
Once a group of jobs is selected on the map, choose Route Jobs from the list of options, then follow the instructions to create a route and assign it to yourself or an employee.
Overtime you may write a similar description over and over for certain situations, like a bad address.
Now you can save those in ServeManager, and edit them per attempt instead of typing the entire description from scratch every time.
This feature is especially useful on mobile phones, where it's cumbersome to type lengthy attempt details.
Add descriptions that will save you time when typing. For example, you could save a general description for serving people at their home, and leave blank spaces or underscores where you need to fill-out specific details:
I successfully served _________ at their home address.
You can save and edit attempt descriptions under Account Settings.
From the Jobs screen, click the Search Filters option below the search box. There is a drop down menu in this section for Server.
Every employee in your company will be an option within this list, including yourself. You will only see jobs assigned to the selected server. In addition, you can view jobs that may have been created without having a server assigned by selecting None.
From the Jobs screen, click the Search Filters option below the search box. There is a drop down menu in this section for Date Range.
You can search by date range for Created, Last Attempt, Archived, or Due. Once you select the event you wish to sort by you can enter a date range. The jobs page will then only display jobs that meet the entered criteria.
You can save recipients whom you serve on a regular basis, such as corporations or individuals.
To save a recipient, go to My Account > Settings and click on Manage Recipients. Saved recipients will auto-complete as you type their name on new jobs.
There are several ways this feature can save you time and reduce your data entry.
Save a corporate entity or individual who you regularly serve.
Save potentially dangerous recipients and make a note in the Other Description field to warn yourself or employees on future serves.
Even if you don't serve the same recipient for every job, you can still save time by setting a default recipient if or when you happen to serve them for a large number of jobs. The default can be set or unset anytime by editing the recipient.
This feature can also be used to fill out some or all of the address on new jobs. For example, you may want every new job to have the city, state and zip already filled out. To save a default address, fill out as many or as few fields that will save you time entering new jobs. A name is required, so enter something you will recognize and replace with the actual recipient name.
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.