Recent Articles

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.

Bulk Statements

Create multiple statements for multiple companies with just the click of a button!

New Bulk Invoice Actions

New accounting features help users mass email and/or issue invoices from multiple jobs at once.

New Feature: Bulk Email Invoices

Our newest accounting feature gives users the ability to email multiple invoices at once.

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).

DSOP New Feature: Service Rejection with Written Explanation

Recipients of a Digital Service of Process can now reject the serve and provide a written explanation for the rejection.

Updates to ServeManager’s Interface

We're updating the interface to make things more consistent and user-friendly. Learn more and preview screenshots of the updates.

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.

Update: Job Uploads and List Management

ServeManager's newest update brings a more robust approach to handling attachment uploads for jobs and refining the layout of the jobs list.

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!

New Statement Feature Roundup

We've been working nonstop to bring you updates to ease your workflow. We released several features recently, to help you manage your statements. Take a peek at these new statement features.


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