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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Process serving involves numerous elements that must be considered when selecting appropriate software. Essential features such as GPS tracking, collaboration tools, and customizable affidavits are vital for contemporary process service software. It is important to evaluate your workflow and identify what is necessary for efficient task completion. Moreover, modern software that streamlines your workflow by eliminating unnecessary steps can be a valuable time-saver. Given that process servers handle sensitive legal data and payment information, ensuring the security of this software is paramount to prevent unauthorized access. It is imperative to choose process server software with bank-level encryption features. Moreover, server-side encryption and private URLs are fundamental requirements for any reliable process service software. In addition to security, regular data backups are essential to safeguard against data loss. Ultimately, the term "availability" encompasses various interpretations in the context of process server software, highlighting the need for comprehensive support and reliability. Choosing software that meets all these criteria will greatly enhance operational efficiency and safeguard sensitive information.

Description

Efficiently manage service tasks, keep clients informed, generate proofs, facilitate online payments, and much more. Begin by launching a new job and inputting the necessary information, which will seamlessly integrate across different job phases. Save your attempts and service specifics, while selecting which events you wish to communicate with the client. The details of the job and services will be reflected in the template you choose. After reviewing or making edits, you can print and sign the documentation. Monitor your services from initiation to completion, entering data only once to save time as information automatically flows through each service's lifecycle. You can also send email alerts or invite clients to create a free account, enabling them to enter services, upload documents, and check their status without needing to contact you. Streamline your payment process by enabling clients to pay directly from the invoice online, reducing the time and effort required for payment collection. Enhance transparency by incorporating GPS data into your serves, as many clients are now requesting this information, and it is a requirement in certain court cases. This efficient system will ultimately lead to improved client satisfaction and a more organized workflow.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Box
Dropbox
Gmail
Google Calendar
Google Docs
Google Forms
Mailchimp
Mailgun
Microsoft 365
Microsoft Excel
QuickBooks Online
QuickBooks Online Advanced
SendGrid
ServeManager
Trello
WordPress
Wufoo
Xero
Zapier
Zoho CRM

Integrations

Box
Dropbox
Gmail
Google Calendar
Google Docs
Google Forms
Mailchimp
Mailgun
Microsoft 365
Microsoft Excel
QuickBooks Online
QuickBooks Online Advanced
SendGrid
ServeManager
Trello
WordPress
Wufoo
Xero
Zapier
Zoho CRM

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$29 per month
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

ServeManager

Founded

2007

Country

United States

Website

www.processserversoftware.com

Vendor Details

Company Name

ServeManager

Founded

2010

Country

United States

Website

www.servemanager.com

Product Features

Product Features

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