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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 Fulcrum?

Fulcrum serves as a comprehensive platform for field inspection management, promoting safer work environments, enhanced quality outcomes, and complete regulatory compliance. By utilizing Fulcrum, organizations can efficiently conduct inspections in just a few minutes, oversee issues and responsibilities within a single interface, easily document necessary compliance measures, and receive reliable, actionable insights and reports from field teams. With more than 30,000 users spanning over 100 countries, Fulcrum helps organizations enhance their operational efficiency, maximize their data utilization, and optimize their inspection processes. Take the first step in empowering your team and begin your free trial today for a more efficient future!

Media

Media

Integrations Supported

QuickBooks Online
Xero
Asana
Box
Dropbox
Gmail
Google Docs
Google Forms
Mailgun
Microsoft 365
Microsoft OneDrive
Process Server Software
QuickBooks Online Advanced
Salesforce Marketing Cloud Account Engagement
Trello
WordPress
Zapier
Zoho CRM

Integrations Supported

QuickBooks Online
Xero
Easyflow
Pipedrive

API Availability

API Availability

Pricing Information

$29 per month
Free Trial Offered?

Pricing Information

$15 per month
Get a Free Trial!
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS
Android
iPhone
iPad

Customer Service / Support

Standard Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

ServeManager

Date Founded

2010

Company Location

United States

Company Website

www.servemanager.com

Company Facts

Organization Name

Spatial Networks

Date Founded

2000

Company Location

United States

Company Website

fulcrumapp.com

Categories and Features

Process Server

Not specified

Categories and Features

Electronic Data Capture

Audit Trail
Data Entry
Data Verification
Distributed Capture
Forms Management
Remote Capture

Fire Inspection

Not specified

Forms Automation

Approval Process Control
Archiving & Retention
Collaboration
Drag & Drop
Full Text Search
Remote Document Access
Rules-Based Workflow
Text Editing
Version Control

Inspection

Appointment Management
Customer Database
Dispatch Management
Equipment Tracking
Photos In Reports
Print on Site
Report Templates
Speech Recognition
Subcontractor Management

Mobility

App Management
Barcode Scanning
Compliance Management
Data Collection
Data Management
File Management
Forms Automation

Process Server

Not specified

Survey

Custom Survey URLs
Data Analysis Tools
Email Marketing
Mobile Survey
Offline Response Collection
Question Branching
Site Intercept Survey
Skip Logic
Supports Audio / Images / Video

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