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Description
PST offers an intuitive solution that meets the needs of small process servers while being robust enough to support the largest firms, featuring capabilities such as job trading, comprehensive analytics, and automated client communications. You can oversee your process serving operations from virtually anywhere, thanks to our efficient Windows desktop application and a modern web version that is accessible on any computer or mobile device. Invoicing and payment processes are streamlined, allowing you to bill clients swiftly with tools for generating client statements, batch invoices, and tracking receivables and payments, including online payment options. Your process servers are essential to your operation, and PST boasts one of the industry's most sophisticated document management systems, complete with document classification, trading, permission controls for visibility, and advanced barcoding for seamless attachment automation. Keep your clients informed effortlessly through automated emails that provide updates on job statuses and confirm job completions, ensuring they remain engaged and satisfied with your services. With these features, you can optimize your processes and enhance client relationships more effectively than ever before.
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
Integrations
ACH Payments
Yes
AWeber
No
Apple iOS
Yes
CaseAware
Yes
Cogent
Yes
Gmail
No
Google Calendar
No
Google Docs
No
Google Drive
No
Google Forms
No
Integrations
ACH Payments
No
AWeber
Yes
Apple iOS
No
CaseAware
No
Cogent
No
Gmail
Yes
Google Calendar
Yes
Google Docs
Yes
Google Drive
Yes
Google Forms
Yes
Pricing Details
$40 per month
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
Yes
iPad App
Yes
Android App
Yes
Windows
Yes
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
Yes
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
Yes
Webinars
No
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
DreamBuilt Software
Founded
1988
Country
United States
Website
www.dbsinfo.com
Vendor Details
Company Name
ServeManager
Founded
2010
Country
United States
Website
www.servemanager.com
