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design
support

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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 Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

AWeber No 
Dropbox No 
Gmail No 
Google Calendar No 
Google Docs No 
Mailgun No 
Microsoft 365 No 
Microsoft Excel No 
Microsoft OneDrive No 
Process Server Software No 
QuickBooks Online Advanced No 
Salesforce Marketing Cloud Account Engagement No 
SendGrid No 
ServeManager Yes 
Trello No 
WordPress No 
Wufoo No 
Xero No 
Zapier No 
Zoho CRM No 

Integrations

AWeber Yes 
Dropbox Yes 
Gmail Yes 
Google Calendar Yes 
Google Docs Yes 
Mailgun Yes 
Microsoft 365 Yes 
Microsoft Excel Yes 
Microsoft OneDrive Yes 
Process Server Software Yes 
QuickBooks Online Advanced Yes 
Salesforce Marketing Cloud Account Engagement Yes 
SendGrid Yes 
ServeManager No 
Trello Yes 
WordPress Yes 
Wufoo Yes 
Xero Yes 
Zapier Yes 
Zoho CRM Yes 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Pricing Details

$29 per month
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support No 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

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

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Product Features

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