Video Guide
Take a guided tour of ServeManager. Learn the shortcuts and more.
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Companies Menu (CRM)
Save the companies you work with, and their contacts. Then, make notes, and track jobs, cases and invoices all in one place.
Create a Job
We create a job from scratch; explaining the workflow as well as a few shortcuts.
Record a Service Attempt
Record your service attempts, and choose whether to send clients an email notification.
Create an Affidavit
The job, court case and service attempts appear on the affidavit. Make edits or change the template, then save, print or email.
Mobile Site & GPS Data
Capture GPS data while making service attempts in the field on your smartphone or tablet.
Invoice the Client
Edit and issue an invoice. Print or email it to your client. Apply a payment to the invoice.
Accounting & Overview
Track invoices, view account aging and save your services as products for quick invoicing.
Share Jobs
Invite law firms and process servers to share jobs in ServeManager.
My Account
Edit your account info, add and manage employees, and update your settings.
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