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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

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 

Screenshots View All

Screenshots View All

Integrations

ACH Payments Yes 
Android Yes 
Asana No 
Box No 
CaseAware Yes 
Cogent Yes 
Dropbox No 
Google Calendar No 
Google Drive No 
HelloWorks Yes 
MapQuest Yes 
Microsoft 365 No 
Microsoft Excel No 
NAPPS Yes 
Perfect Practice Yes 
Process Server Software No 
QuickBooks Online Advanced No 
Wufoo No 
Xero No 
Zoho CRM No 

Integrations

ACH Payments No 
Android No 
Asana Yes 
Box Yes 
CaseAware No 
Cogent No 
Dropbox Yes 
Google Calendar Yes 
Google Drive Yes 
HelloWorks No 
MapQuest No 
Microsoft 365 Yes 
Microsoft Excel Yes 
NAPPS No 
Perfect Practice No 
Process Server Software Yes 
QuickBooks Online Advanced Yes 
Wufoo Yes 
Xero Yes 
Zoho CRM 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

Product Features

Product Features

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