Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Alternatives to Consider

  • Xero Reviews & Ratings
    4,785 Ratings
    Company Website
  • Datasite Diligence Virtual Data Room Reviews & Ratings
    469 Ratings
    Company Website
  • Worksection Reviews & Ratings
    143 Ratings
    Company Website
  • Red Points Reviews & Ratings
    54 Ratings
    Company Website
  • Filejet Reviews & Ratings
    36 Ratings
    Company Website
  • Digital WarRoom Reviews & Ratings
    55 Ratings
    Company Website
  • AI Docs Reviews & Ratings
    15 Ratings
    Company Website
  • Quickbase Reviews & Ratings
    2,616 Ratings
    Company Website
  • DocTract Reviews & Ratings
    40 Ratings
    Company Website
  • Process Street Reviews & Ratings
    1,087 Ratings
    Company Website

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 Server's Toolbox?

PST provides a user-friendly solution tailored for small process servers, yet it is powerful enough to cater to the needs of larger firms, boasting features like job trading, in-depth analytics, and automated communication with clients. With our effective Windows desktop application and a contemporary web version accessible on any device, you can manage your process serving operations from virtually any location. Billing and payment procedures are made efficient, enabling you to invoice clients quickly with options for generating client statements, batch invoices, and monitoring receivables and payments, including the convenience of online payment methods. The role of your process servers is crucial to your business, and PST includes one of the most advanced document management systems in the industry, featuring document classification, trading capabilities, visibility controls, and sophisticated barcoding for seamless automation of attachments. Keep your clients updated effortlessly with automated emails that inform them of job statuses and confirm completions, fostering engagement and satisfaction with your services. By utilizing these features, you can significantly streamline your processes and strengthen client relationships like never before, making your operation more efficient and responsive to client needs. Ultimately, PST equips you with the tools necessary to thrive in the competitive landscape of process serving.

Media

Media

Integrations Supported

Android
Apple iOS
Asana
CaseAware
Cogent
Docusign
Dropbox
Gmail
Google Calendar
Google Docs
Google Drive
HelloWorks
Microsoft Excel
Microsoft OneDrive
QuickBooks Online
Salesforce Marketing Cloud Account Engagement
SendGrid
Time Matters
Trello
Zoho CRM

Integrations Supported

Android
Apple iOS
Asana
CaseAware
Cogent
Docusign
Dropbox
Gmail
Google Calendar
Google Docs
Google Drive
HelloWorks
Microsoft Excel
Microsoft OneDrive
QuickBooks Online
Salesforce Marketing Cloud Account Engagement
SendGrid
Time Matters
Trello
Zoho CRM

API Availability

Has API

API Availability

Has API

Pricing Information

$29 per month
Free Trial Offered?
Free Version

Pricing Information

$40 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

DreamBuilt Software

Date Founded

1988

Company Location

United States

Company Website

www.dbsinfo.com

Categories and Features

Categories and Features

Popular Alternatives

TraceEngine Reviews & Ratings

TraceEngine

Polonious

Popular Alternatives

Process Server's Toolbox Reviews & Ratings

Process Server's Toolbox

DreamBuilt Software
Paper Tracker Reviews & Ratings

Paper Tracker

Caffeine Code Inc.