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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 Process Organizer?

Streamline your operations, manage your servers, and improve client engagement all through one cohesive platform. By reducing the time spent on paperwork and decreasing the likelihood of mistakes, you can enhance the efficiency of your process serving business. Ready to use from the very first day, it comes with pre-designed affidavits and reports included. With Process Organizer, clients at law firms can easily assign additional tasks to process servers, along with the necessary service documentation. The client portal facilitates the simultaneous tracking of various processes, providing status updates and scanned documents for convenient access. Moreover, Process Organizer can send automated email notifications to clients once a process has been completed, including signed affidavits for their documentation. Process servers can input all essential details of their work orders straight from their mobile devices, thanks to an intuitive interface tailored for those constantly on the go. The system features dropdown menus where needed, allowing for quick and consistent data entry to boost productivity. This all-encompassing tool is designed to alleviate the challenges of process serving for everyone involved, ensuring a smoother experience overall. Ultimately, it promotes a more organized approach to handling process serving tasks, fostering greater collaboration between all parties.

Media

Media

Integrations Supported

AWeber
Asana
Azure Cloud Services
Dropbox
Gmail
Google Calendar
Google Docs
Google Drive
HTML
Internet Explorer
Microsoft 365
QuickBooks Online Advanced
Safari
Salesforce Marketing Cloud Account Engagement
Windows 10
Windows 7
WordPress
Xero
Zapier
Zoho CRM

Integrations Supported

AWeber
Asana
Azure Cloud Services
Dropbox
Gmail
Google Calendar
Google Docs
Google Drive
HTML
Internet Explorer
Microsoft 365
QuickBooks Online Advanced
Safari
Salesforce Marketing Cloud Account Engagement
Windows 10
Windows 7
WordPress
Xero
Zapier
Zoho CRM

API Availability

Has API

API Availability

Has API

Pricing Information

$29 per month
Free Trial Offered?
Free Version

Pricing Information

$90 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

Process Organizer

Date Founded

2014

Company Location

United States

Company Website

www.processorganizer.com

Categories and Features

Categories and Features

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