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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 Paper Tracker?

Paper Tracker is recognized as one of the most advanced tools currently available for process servers in the industry. Its ability to function from any location with an internet connection removes the requirement for specialized hardware, and it is compatible with various operating systems, including Windows, Mac, and Linux, accessible via popular browsers such as Chrome, Internet Explorer, and Firefox. This versatility makes it a perfect solution for businesses with remote teams or various branches. Users can effectively monitor their operations and generate invoices, service proofs, field sheets, and billing statements for outstanding balances, all while organizing their statements by case number and managing both accounts receivable and payable, alongside maintaining a check register. Furthermore, the Client Web Portal greatly reduces the number of office calls by enabling clients to view the real-time status of their jobs, print returns, invoices, and statements, and access a range of documents made available to them. To enhance its functionality, the mobile application offers process servers routing directions for their assigned tasks, allows them to document service attempts and details, and supports the uploading of GPS-stamped images associated with each job. This comprehensive array of features not only optimizes the workflow for process servers but also fosters improved communication and transparency with clients. The combination of technology and user-friendly design positions Paper Tracker as an essential asset for modern process serving operations.

Media

Media

Integrations Supported

AWeber
Asana
Dropbox
Gmail
Google Calendar
Google Forms
Mailchimp
Mailgun
Microsoft Excel
Microsoft OneDrive
Mozilla Firefox
Process Server Software
QuickBooks Enterprise
QuickBooks Online
Salesforce Marketing Cloud Account Engagement
SendGrid
WordPress
Wufoo
Zapier
Zoho CRM

Integrations Supported

AWeber
Asana
Dropbox
Gmail
Google Calendar
Google Forms
Mailchimp
Mailgun
Microsoft Excel
Microsoft OneDrive
Mozilla Firefox
Process Server Software
QuickBooks Enterprise
QuickBooks Online
Salesforce Marketing Cloud Account Engagement
SendGrid
WordPress
Wufoo
Zapier
Zoho CRM

API Availability

Has API

API Availability

Has API

Pricing Information

$29 per month
Free Trial Offered?
Free Version

Pricing Information

$50 per month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site 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

Caffeine Code Inc.

Date Founded

2016

Company Location

United States

Company Website

www.papertracker.biz/process-server-software

Categories and Features

Categories and Features

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