New Features

There's a Job Status now in addition to the Service Status.

The new Job Status allows you to place jobs On Hold, for example, while maintaining the history of the service status. You can customize the job status options and save up to ten under My Account > Settings.

The Job Status can be changed when creating or editing a job, and it can be changed for one or more jobs at once by selecting jobs and choosing Update Job Status from the options drop-down.

The service status is specific to the life-cycle of the serve, and it's still automatically updated when you log service attempts.

The number of service attempts is displayed in jobs list, so you can see which jobs need attention and which have been thoroughly worked on.

If most or all of your jobs are for the same client, then you can save time by setting them as the default client for new jobs.

There are three options for setting a default process server for new jobs:

• If you enter a lot of jobs for many different servers, then you may want to select — Blank — as the default, so you can choose the server for each job, or assign the server at a later date.
• If you typically enter jobs for yourself, then you can choose Same as Job Creator as the default server. Whoever enters the new job will be set as the server for that job. This is the default option for new accounts.
• If there’s one server that you enter most or all jobs for, then you can select Default Employee as the default server. You must also edit that employee, and check the box that says Set as default server on 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.

Jobs Map

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.

Route Jobs

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.