ServeManager Reviews

“Happy with this tool

Pros

Being a newly implemented ticket management system, ServeManager has been an excellent choice for us. As a new user, I was able to get around the platform without any trouble and the navigation is very easy too.

Cons

I honestly cannot think of anything I dislike.

“Will definitely continue using it..

Pros

I appreciate how easy it is to use, keeping all important things in one place.

Cons

I surely cannot think of anything I did not like about it!

“Gets the job done for me

Pros

The ease of use stands out. While training others on the software, they have been able to comprehend and retain the information quite easily.

Cons

There is really nothing negative to say about it.

“Easily accessible from anywhere

Pros

Loving the web based nature. It allows me to access it wherever I go. I can enter new services from my car or desk, which helps me manage rush services quickly.

Cons

The affidavits seem unimpressive and bland. The fonts are small and dull. The percentage charged for Stripe integration means I pay twice, once to Stripe and once to ServeManager. I do not like that this fee is based on the billing amount since there is no extra effort on their side for larger invoices. They should consider capping the expense. Currently, I am forced to manually send a Stripe invoice for larger invoices, which defeats the purpose.

“Reliable software

Pros

The performance is impressive. It is designed to fulfill exactly what I need when tracking service of process. There are countless data fields to retain and ServeManager covers everything. The software is easy, making it easy to use with very little training to start working within the platform.

Cons

Perfect software does not exist. Everyone has preconceived ideas about how a platform like this should function. I overcame this by adopting a business practice I often consider, thinking outside the box. When the software does not meet a specific need, I realized there might be an alternative way to achieve my goal. After overcoming some hurdles, I was able to maximize my use of ServeManager and found little lacking. While I believe there are areas for improvement, what ServeManager does well far exceeds its limitations.

“Good but is a bit expensive

Pros

Usability is great and the communication between clients and the support staff makes it enjoyable to work with.

Cons

The price is a concern, it feels expensive to me. I wish we could handle more jobs for the money spent.

“Grown together

Pros

I appreciate having everything in one place, we can enter and keep track of our jobs, bill them and create our Affidavits/Proofs of Service all within a single program.

Cons

Generally, I like the changes and new features. It is great that we can call and request features, some of which have been implemented. However, I am not a fan of two recent changes: the colors for Rush jobs and past due jobs. Rush jobs should be red to signify their importance, while past-due jobs should be yellow to indicate they need attention. Additionally, I do not like that job attachments are now centered. We receive many attachments, and having to scroll down a lot to add a note or check job activity is inconvenient. Could this be moved back?

“It's the best choice available

Pros

The folks at ServeManager supported me through every phase of getting a website up and running. With ServeManager, I can upload papers for the servers and monitor the service attempts which lawyers really love.

Cons

At this time, I really have no real complaints about ServeManager.

“Absolutely amazing....

Pros

The ease of use makes it simple to collaborate with other companies. It keeps track of everything, and the GPS feature is a nice addition that all the servers use.

Cons

I wish there were iOS and Google apps to make things easier instead of having to log onto the internet site to report my attempts.

“ServeManager is highly functional

Pros

It is easy to use and provides all the necessary functions for process serving.

Cons

The only downside I face is being required to pay for changes to the system for proofs or other necessities specific to my company. Since I pay monthly for the service, I believe a handful of free changes per year should be allowed, with fees applied for excessive changes.

“Just what we needed

Pros

This program is fantastic. I love that it is web based allowing access from anywhere. Overall, it is easy to use and set up. Collaborating with other servers who use ServeManager is convenient especially when completing a serve outside my area. This program really simplifies running a business.

Cons

It would be helpful to have a tab under serve status for bad addresses. When logging an attempt as a bad address, it simply shows up as an attempt in ServeManager, which defeats the purpose. A dedicated bad address tab would allow for more accurate tracking of jobs.

“ServeManager layout is simple

Pros

The layout is simple and easy to understand. Everything needed is on one page, making it easy on the eyes and uncomplicated.

Cons

There are no cons to report. I cannot say enough positive things about this software program.

“Perfect software for my business growth

Pros

The software's accessibility is something I love! I do not have time for overpriced, outdated, clunky programs that do not provide value. In ServeManager everything was super easy to navigate, and I managed to get my team trained up in just a couple of days. Now, no more missed deadlines or lost invoices, which always means no more lost income. Really well done!

Cons

When creating a job, if I need to add a new item in settings and click on settings, it is when I am unable to return to where I left off and have to start over from the beginning. Though it is not a huge problem and I still love this thing!

“Made things so much simpler

Pros

Transitioning from my old software to ServeManager was straightforward. The software allows for some customization to meet my needs and I especially like the pay by credit card option. Not only do I get paid but the credit card software posts the payment to the job, saving a step and indicating "paid" on the invoice.

Cons

In my area, clients still require the original notarized affidavit of service. After notarization, I need to scan the affidavit to my desktop, email a copy to the client, download the affidavit to the job and then mail the original. It would be great if a feature could be added to attach the affidavit to the invoice and email both simultaneously.

“It is a 5-star product

Pros

The customer service is top-notch, any issues I may have are handled immediately! They usually call once a month just to ensure everything is working as I need. They also help customize the software to meet my needs.

Cons

There is nothing I dislike about the software or service.

“Premium product

Pros

The ease of use and cost are better than any other options in the industry.

Cons

An app for phones is needed, this is what I did not like. I serve a lot of papers in rural areas where phone service is often lacking.

“Reasonable product but could be better

Pros

I love how easy it is to upload documents.

Cons

Integration with popular financial platforms like PayPal, Zelle and Cash App is not possible.

“So far, pleased with the product

Pros

Everything is very easy to use and self explanatory!

Cons

A suggestion could be to have a repopulated past due notice invoice or a friendly reminder statement.

“Learning phase was super chill

Pros

Having a background as a computer technician made it easy for me to get accustomed to this software.

Cons

No complaints. collaborating with others is enjoyable and the ease of use is great. I think the updates have been beneficial.

“Has a room for improvement

Pros

The routing and mapping with turn by turn directions is also very easy to use.

Cons

It feels like the mapping has changed. It no longer provides vocal turn-by-turn directions. This forces me to read while driving, which is not ideal. It adds an additional 30 to 60 seconds to each job as our field staff must pull up Google Maps and enter addresses manually. Now, clicking on the address in the platform does nothing more than show steps, lacking audio or turn-by-turn guidance, which is a poor usage experience and increases time on each job.

“process standardization is helpful

Pros

Using ServeManager has made things much more easy thanks to how user friendly it is and how well it helps standardize our processes.

Cons

A few parts of the workflow could be more user friendly since some steps in the process flow are not as clear as they could be.

“fantastic fit for our agency

Pros

After more than three years with ServeManager, it has turned out to be an excellent match for my small process serving business in New Zealand. Getting started was easy too and after using the trial for just two days, I knew it suited what I needed. The system is very user friendly and I have agents across the country using it to handle the jobs I assign them. Even those who are not very comfortable with computers have been able to use it without trouble.

Cons

There are a few areas we would still like to see improved although they are fairly minor. One thing that would help us is having a country field included in the address section since we work with clients in New Zealand, Australia, the UK and the US. It would also be useful to have the option to edit the Service Type dropdown menu. I would also like to see a connected calendar where tasks and reminders for agents could be managed. From a marketing perspective, it would be helpful to export all contact names for a company, not just the main contact, to a third-party system. That said new features and updates are released regularly and it is clear the platform keeps evolving and getting better which is excellent. We are definitely looking forward to seeing what comes next.

“Fast affidavit completion

Pros

The layout is simple to navigate and it fills out the affidavits for me which saves a lot of time.

Cons

One thing missing is the ability to view completed affidavits after the job is finished and I'd really like to have access to them afterward.

“reliable and time-saving platform

Pros

Using this software has not been a problem. It's extremely user friendly, saves a lot of time and money and has been very reliable.

Cons

A problem comes up when you have more than one service and that is they all appear under Jane Doe especially on the posted application.

“Powerful real-time field tools

Pros

ServeManager is packed with standout features and they keep getting better with regular updates and new additions. The mobile remote access gives me everything I need while I am out in the field in real time. GPS logging helps document actual service attempts and it can email those attempts directly to both the client and the server when that setting is turned on. I can also keep detailed notes on each case throughout the entire time it stays active or open. The newer e-serve option looks especially promising as more courts begin accepting electronic service. Honestly it would take forever to list everything it offers. Between the product itself and the support behind it, it's hard to go wrong here.

Cons

One thing that would make it even better is adding more electronic payment processor options, such as Square.com.

“Was quick to setup

Pros

The software is pretty decent and using it day to day is simple and convenient.

Cons

It could still be a bit more user friendly especially when adding jobs for the same company.

“Offer outstanding support

Pros

After using ServeManager for a long time, I can say it really stands above the other options I have tried. The platform is incredibly user friendly and getting comfortable with it doesn't take much effort at all. On top of that the team is fantastic as whenever help is needed, they are approachable and quick to assist.

Cons

Honestly I have been happy with every part of it so there really isn't anything I dislike about it.

“affordable and very user-friendly

Pros

ServeManager software is really user friendly and the monthly price is low enough to make it an even better value.

Cons

One thing that's missing is printable contractor statements when sending in payments. Also some affidavits need to be customized and it would be helpful to save those versions for later use.

“Allows process-serving coverage

Pros

It really handles the full process-serving workflow from start to finish. Everything is covered, from uploading documents to recording service attempts and then completing and sending out the affidavits.

Cons

What could be better is uploading customized affidavits. Right now we have to send the request to them and wait for them to upload it which feels a bit inefficient. It would be much better if we could customize and upload the affidavits we use most on our own.

“affordable tool

Pros

The pricing works well and getting into cases is very accessible. It also does a great job of helping me manage my workflow.

Cons

I'd still like to see more custom visual options for customers especially giving clients several display or layout choices.

“Reliable tool for my business

Pros

Running a process service business means I am in ServeManager every day and it's become essential to how I work. It lets me stay connected with both my servers and my clients and I can keep everything related to a serve organized in one place within the job. I am able to upload emails and documents which helps keep the full record together. The mobile site is especially useful because I can add photos directly to the job and those images include GPS coordinates along with the date and time they were taken. My clients appreciate it too since they can upload and assign jobs to me right from their desktop. Honestly I couldn't do my job without this one.

Cons

One thing I'd really like to see is an additional date field where we could enter a depo, hearing or trial date and view it alongside the follow-up date.

“Offer great training

Pros

ServeManager is a great tool and it's simple to pick up without needing a manual or digging through online help. I tend to learn by actually doing the work instead of having someone explain every step so when we bring on a new hire, we usually share the screen, give them an order to enter and let them work through it while we supervise. Most people who are comfortable with legal work and computers can usually enter their first order within 10 to 15 minutes and with just a little guidance, they're often handling order entry at full speed within a day or two. We try to keep the whole process simple and avoid filling new servers or office staff with unnecessary industry horror stories. I usually describe the job as being high-priced couriers who have to follow specific rules and deal with a lot more paperwork.

Cons

It doesn't include a report writer and it also doesn't provide access to the database.

“reliable and glitch-free performance

Pros

Everything has been consistent with this software and it runs really well without any glitches.

Cons

One limitation is that it doesn't allow multiple files to be entered under a single account and the document merging options are fairly limited.

“Best investment for process serving

Pros

Back when I launched my company five years ago, I needed a lot of guidance and this software made the service-of-process workflow much easier to handle. There were plenty of things I wasn't sure about after completing a serve and the platform helped me work through them. Features like national affidavits of service, invoicing, the automatic address generator when setting up jobs and tools for tracking different clients and court cases make it an outstanding product and far better than similar options out there. It even has a mobile version which makes life much easier for servers out in the field. I honestly cannot imagine running my business without ServeManager. Aside from getting my business license, it was the best early investment I made.

Cons

I do wish there were a better way to update court names and addresses after they've already been entered into a field.

“Case tracking that delivers

Pros

Keeping my workflows organized with this software has been a huge help. I can manage ongoing cases, close them out, archive both cases and companies and pull everything up right away whenever I need it. Editing information is simple and that makes day-to-day updates much less of a hassle. I use another program for my private investigation work and this one feels much more user friendly while also helping me keep my investigation files separate from my process serving cases.

Cons

It does ask for quite a bit of information during data entry and some of it is not always necessary for the actual process service job. Because of that, entering new cases can take a few extra minutes when they first come in. Still, I see that as a pretty minor issue since having those details stored in my records is useful and the overall value of the program easily outweighs that inconvenience.

“Field-ready mapping that delivers

Pros

Getting around the platform is very easy and the mapping system really impressed me. Being able to use it out in the field is a huge advantage because by the time I come back from a job, everything is already finished.

Cons

I wasn't using any system before this one so I didn't have much to compare it to. The only downside for me was that I wasn't aware of any training being available.

“The best for field usability

Pros

Being out in the field is much more manageable now because ServeManager is easy to use and simple to navigate on the go.

Cons

No cons to share as bringing it into our existing business processes was easy and completely hassle free.

“user-friendly invoicing tools

Pros

Once the details are filled in, the proofs and invoicing tools are very user friendly.

Cons

It does require customization since there aren't any preset options available.

“Keeps every thing organized

Pros

ServeManager gets updated regularly and that ongoing improvement really shows. The software does an excellent job of helping me stay on top of all my serves, keeps everything organized and my clients really appreciate the fast updates.

Cons

One thing that would really help is having a mobile app available. When we're working in areas with poor signal, we sometimes cannot log attempts through the web app. If there were an app that could save serves offline and sync them later once service comes back, that would solve a big issue. Another limitation is that we have to reach out to support anytime we want to upgrade or downgrade our account instead of handling it ourselves. Having the option to manage plan changes on our own would be much better.

“centralized tracking that helps a lot

Pros

Having everything tied to one company or person in a single place makes this system really useful. We can upload just about anything and keep all of the related information together instead of searching in multiple places. It also helps that we can email servers, customers and others directly from the platform. Overall ServeManager does a great job of tracking jobs, company details, invoicing and server pay.

Cons

A few parts of the setup still feel awkward. Moving the Notes box lower on the page is not very convenient and it would be much better if Notes or Service Instructions allowed basic formatting like bold, larger text, italics, underline or different colors. The service attempt layout, once opened, also makes it nearly impossible to copy and paste the details into an email in a clean format. Invoicing is another frustrating area because you cannot insert lines where they are needed, only at the bottom. That creates problems when items need to be dated in order and there is also no option to copy and paste a full line and move it further down the invoice. On top of that the payment field does not let us enter an amount higher than the balance shown, when we really should be able to record whatever amount a client pays. The Field Sheets could also use a redesigned layout. There is no real need for the court case information to appear at the top for the server, while the recipient, due date and job number should be much larger and more prominent. The address should also appear at the top next to the recipient name and be easier to read. The new file upload flow adds extra steps too since clicking the upload button in the middle of the page just redirects to the bottom where uploads were already being done before. In Job Activity, it would also help to see when an invoice has been sent to the client and there should definitely be an email notification when a credit card payment is made on an invoice.

“Offer handy mobile access

Pros

It is pretty easy to use and the mobile functionality has been a big plus for us as well.

Cons

It would be even more useful if it could integrate with QuickBooks.

“The tool works really well

Pros

Preparing Declarations and other legal documents with ServeManager has been very easy and I am really happy with how well the functionality works.

Cons

I run three different private investigation businesses and I'd prefer to switch between entities based on the geographic area I am working in. That would save me from having to maintain three separate accounts and avoid confusing clients when those regional entities overlap.

“Its a complete powerhouse

Pros

Running ServeManager gave us an all in one setup that helped save both time and money and in this line of work those are two things you cannot afford to lose. Its server database has also built a strong professional network, making it possible for a summons issued in Missouri to be served in Maine within hours. Features like online payments, cloud storage and GPS coordinates to verify serves have become essential in this constantly changing industry and it has kept pace with all of it while continuing to deliver the best process service software available.

Cons

It's not really fair to call this a downside but it was never presented as private investigator software. I did use it that way for a while until I eventually switched to another platform for that specific need. That software claimed it could also manage the process service side of my business but it never matched the convenience and usability that this one provided.

“Really like the layout

Pros

ServeManager is user friendly and simple to move through. Entering data is very user friendly and the system stays just as good during everyday use. The layout makes sense and the screens are presented in a way that is logical and comfortable to look at without feeling overwhelming.

Cons

I'd really like to have the ability to sort by order number and invoice number. At the moment, the order doesn't seem to follow any clear pattern and feels a bit random. That said you can still type in the order number directly or use the job # link from the email. It would also be helpful to have a last-view option so that, for example, the invoices screen would automatically show only open invoices since that's usually what you need when going there.

“reliable GPS and client updates

Pros

Real-time GPS tracking and the built in communication with clients have been incredibly valuable.

Cons

Honestly there's very little about it that I dislike.

“Organized and professional reporting

Pros

ServeManager keeps everything organized for me, has a professional and consistent look, offers the best reporting and is easy to use right from my phone.

Cons

I do wish it allowed multiple serves on the same job and printing an affidavit takes more editing than it should. I feel like it would also help if the data fields remembered information in a more proper manner.

“very confusing workflow

Pros

At first it looks professional but the system really isn't explained clearly so I have had to rely on a lot of trial and error to figure things out. The POS templates are another frustration because when they print, the text comes out very small and even overlaps at the bottom of the last pages which makes them unusable. It also seems to keep closed files marked as active and doesn't remove completed jobs from the GPS routes so that part doesn't work for me either. Those are just some of the issues I have run into personally. Even with all that, it's still better than having nothing so I keep using it, try to work around the problems and print my own court documents instead of using the ServeManager templates. That's honestly been my biggest disappointment.

Cons

The system is a little confusing especially for someone who isn't very tech-savvy. It also keeps old files and closed accounts showing up and I haven't been able to get them removed from the GPS routes and lists.

“plug and play workforce tracking

Pros

ServeManager was basically plug and play which made setup incredibly quick. Being able to track employees and review who they attempted has been really valuable. Honestly this has been the best purchase I have ever made.

Cons

My only real downside is that I didn't start using the program sooner. Once it became part of my process, I realized I couldn't keep up with the workflow without it.

“Pretty simple and efficient tool

Pros

It is very easy to use and gets right to the point without any unnecessary complexity.

Cons

I feel like adding a mobile app would be great since that would make things much more convenient for servers working out in the field.

“helpful for job tracking

Pros

Compared with PST, this has been much more manageable for us to work with since we could never really get the hang of PST. It helps us keep track of jobs, report back to clients and generate affidavits.

Cons

The downside is that we cannot customize it to fit our specific needs.