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What is ServeManager?

Effectively oversee service tasks, keep clients updated, produce documentation, enable online payments, and much more. Start by initiating a new job and entering the required details, which will automatically synchronize across various job stages. Preserve your attempts and specific service information while choosing which events you want to share with the client. The job and service details will be displayed according to the template you select. Once you review or modify the information, you can print and sign the necessary documents. Track your services from inception to conclusion, entering data just once to conserve time, as information seamlessly transitions throughout each service's lifecycle. Additionally, you can send email notifications or invite clients to set up a complimentary account, allowing them to submit services, upload files, and monitor their progress independently. Streamline your payment collection by allowing clients to pay directly from the invoice online, minimizing the time and effort spent on collecting payments. By integrating GPS data into your services, you enhance transparency, catering to clients who increasingly demand this information, especially as it is mandatory in certain legal cases. This streamlined approach not only elevates client satisfaction but also creates a more structured and efficient workflow. With these tools at your disposal, you can focus on delivering exceptional service while automating routine tasks.

What is Form Simplicity?

In the dynamic world of real estate, where every second is vital, efficiency becomes essential. Form Simplicity addresses the demands of busy real estate agents by optimizing the transaction workflow while reducing potential pitfalls. To start, users can design templates that consolidate commonly used forms, including pre-filled information, which saves precious time. By entering data in just one field, all associated standard fields throughout the transaction are updated automatically. Moreover, the ability to import data directly from the MLS adds another layer of convenience. The automation capabilities of Form Simplicity significantly reduce the need for manual typing, thereby enhancing overall productivity. With the included eSign feature, an electronic signature tool, obtaining signatures becomes a quick process, allowing you to reclaim hours in your day. As a user of Form Simplicity, you have access to a comprehensive Library of Forms that ensures you always have the most up-to-date versions of your association’s, MLS’s, or brokerage’s documents. This reliability guarantees that the forms utilized in your clients’ transactions are consistently accurate, protecting both you and your clients from unnecessary risks. In the end, Form Simplicity allows you to concentrate on what truly counts—delivering exceptional service to your clients in an efficient manner. As you adapt to these streamlined processes, you will likely find your work-life balance improving, leading to a greater sense of satisfaction in your professional endeavors.

Media

Media

Integrations Supported

AWeber
Asana
Box
Dropbox
Gmail
Google Calendar
Google Docs
Google Drive
Mailchimp
Mailgun
Microsoft 365
Microsoft OneDrive
QuickBooks Online
QuickBooks Online Advanced
Trello
Wufoo
Xero
Zapier
Zoho CRM

Integrations Supported

RentSpree

API Availability

API Availability

Pricing Information

$29 per month
Free Trial Offered?

Pricing Information

Pricing not provided

Supported Platforms

SaaS

Supported Platforms

SaaS
Android
iPhone
iPad

Customer Service / Support

Standard Support

Customer Service / Support

Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training

Training Options

Not specified

Company Facts

Organization Name

ServeManager

Date Founded

2010

Company Location

United States

Company Website

www.servemanager.com

Company Facts

Organization Name

Form Simplicity

Company Location

United States

Company Website

www.formsimplicity.com

Categories and Features

Process Server

Not specified

Categories and Features

Real Estate Transaction Management

Contract Management
Electronic Signature
File Sharing
Task Management

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