All ServeManager Reviews

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User Profile

Joseph

Verified reviewer

Legal Services, 11-50 employees

Used daily for more than 2 years

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed June 2018

Game changer for our company. Software is great, people are even better!

We're more efficient, have been able to reallocate staff to other positions and our profits have never been higher. The analytics we get out of Serve Manager have helped us make some really well informed decisions about what direction to take our company.

PROS

Very Intuitive/ training new staff on the platform is easy Streamlines process for handling paperwork Flexible proofs of service/ documents Easy uploads for client documents Great client interface Customer service is excellent Easy to track open jobs

CONS

There are some features we'd like that aren't available yet. That being said, they are constantly adding new features that we didn't even know we needed until they gave them to us!

Amanda

Verified reviewer

Legal Services, 2-10 employees

Used daily for less than 2 years

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed March 2019

Absolute Must for any Process Server

Overall I am very satisfied.

PROS

I love how this software is user friendly. As a business owner, I have never had an issue training any new server, as the software is self explanatory. I love the GPS stamped attempts and the fact that my clients are automatically updated. The option for my client to pay online is also very efficient! I love the newest improvements such as mass attempt updates. The company is very customer service oriented and takes recommendations from servers to heart! I have tried a couple other programs but Serve Manager is by far the best.

CONS

I wish the mobile site had more options. I find myself needing to switch to the desktop site from my mobile device which can be hard to read and time consuming to do.

Christopher

Legal Services, 1 employee

Used weekly for less than 2 years

Review Source: Capterra

OVERALL RATING:

3

EASE OF USE

3

VALUE FOR MONEY

3

CUSTOMER SUPPORT

4

FUNCTIONALITY

3

Reviewed August 2020

Satisified

Satisfied for my purposes wish it were easier to get questions answered and documents were useable instead of having to go to other sites to get useable docs for court

PROS

Professional appearing but system is not clearly explained so u need to do a lot of trial and error? POS templates when printed look small print and overlapping printing on bottom of last pages making it unusable? System seems to keep closed files on active status and doesn’t remove finished jobs from gps routes so I can’t use it? Just a few of my personal issues? But it still is better than nothing so I continue using it and try to resolve problems and print out my own docs for court I just don’t use servemanager templates? That’s my biggest disappointment?

CONS

Confusing system for less tech people like me, it keeps old files and closed accounts and can’t seem to remove them from gps routes and lists?

Gregory

Verified reviewer

Legal Services, 1 employee

Used daily for more than 2 years

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed March 2019

A must have in the Process Serving Industry!!

The software handles my entire business. I only scratched the surface using it the first year for primarily invoicing. These guys are here to help. Their customer service is amazing and they tell you what they can do for you not what they can't. Find out the full potential. It has saved me and my business countless hours and money.

PROS

The customer service is like no other. It is super easy to use. There are plenty of Webinars, videos, product information and they are always looking for more ways to make my life easier.

CONS

My only complaint is not having control over my Job number.

Charles

Verified reviewer

Legal Services, 11-50 employees

Used daily for more than 2 years

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed March 2019

Increase Productivity with Great Service

Customer service is probably the best I have experienced with a vendor! I get responses back right away and if a problem can be solved immediately, it usually always is taken care of right away if not the same day at the latest.

PROS

You can hit the ground running with this software. It is very intuitive and although SM offers many training modules you really don't need them to get started right away.

CONS

Sometimes a new upgrade can take time to be rolled out. However, this can be expected with many large companies.

Shawn

Verified reviewer

Legal Services, 2-10 employees

Used daily for more than 2 years

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

4

FUNCTIONALITY

4

Reviewed March 2019

Serve Manager Is Essential

My experience has been phenomenal. Whenever I have had a question it has always been addressed immediately. Also, this software has allowed me to seamlessly schedule and bill clients. This is a must if you are going to impress clients with your organization and speed.

PROS

The ease of use and simple layout makes this a very easy platform to organize serves and clients.

CONS

There are so few negatives. One would be that you can't search for an address in the jobs search field.

Jeremiah

Verified reviewer

Legal Services, 11-50 employees

Used daily for more than 2 years

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed June 2018

My company loves Serve Manager

PROS

The software is easy to use, the staff is very responsive when we have needs or concerns, and they are just all around good people. With Serve Manager, you get a ton on bang for your buck. I highly recommend them.

CONS

My biggest issue is that it feels like it takes a step or two more than I would like to print anything out, but it's a pretty minor inconvenience.

User Profile

Gary

Verified reviewer

Legal Services

Used daily for more than 2 years

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed June 2018

Very pleased

Easy access to jobs and improve our services, very organized.

PROS

That it is web based program that Allows us to use the program why we are on in like. We also like the interface

CONS

No scan bar program to allow easy access to the particular job and intern. Check check or you would prefer to have a simple system to scan a barcode enter the detailed information and creating proof of service.

User Profile

Jose

Verified reviewer

Legal Services, 2-10 employees

Used daily for more than 2 years

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed August 2020

CEO

The best management software for daily operation

PROS

Friendly use and helps me to run a daily focus model to get great results and run a business and generous support team when you get come cross of any issues

CONS

I have not received any issues If it does it gets results quickly

User Profile

Frank

Verified reviewer

Used daily for more than 2 years

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed June 2018

ServeManager is the best process server software hands down.

PROS

I have looked and looked to find something that I don't like, and after 3+ years there is not a single thing.

CONS

There is nothing I dislike about ServeManager, if you can find something wrong all you have to do is call and they can fix it or ad something to your liking.

Troy

Legal Services, 2-10 employees

Used daily for more than 2 years

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed August 2020

Review from Pro Legal in Minnesota

Serve Manager has increased our efficiency easily 100% because of the speed of the database and how well it is laid out. Invoicing, creating statements and collections are a breeze, before Serve Manager it would take two days to send out client statements to all our clients, with Serve Manager that task now takes 1/10 of that time.

PROS

We love the fact that every attempt and service is GPS tracked, also that we can access all records via desktop or remotely from handheld devices. The database is very easy to navigate and very clean, uncluttered and fast! We also love the ability to collaborate with our clients and service companies directly through the online portal. The Serve Manager team is also extremely responsive to issues or questions as they arise, we typically receive an email response within minutes.

CONS

The only con I would say is the lack of the ability to search past jobs by street address to look up previous jobs by address alone but it is rarely needed and we can always quickly find what we are looking for using other modifiers such as name case #, etc.

Reasons for switching to ServeManager

Speed and reliability.

Vendor Response

Hi Troy, Thanks for the review! We always love hearing from our users and the feedback goes a long way in terms of how we can be a better software. In regards to your concern with searching via address, what you could do is enter the zip code of the service address into the Job search bar, and it will filter the list to show all jobs associate with that zip code. Additionally, you can use the Map tab to zoom in on a specific area which will then filter the job list based on location. Please let us know if you have any other questions or concerns, and we thank you again for the kind words.

Replied September 2020

Johnny

Legal Services, 2-10 employees

Used daily for less than 2 years

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed August 2020

Stream line Data Repository

Serve Manager has helped our company expand and grow. It has helped keep track of all the data associated with Serving legal documents. It has helped us with credibly on several occasions with the gps tracking for status attempts and serves. Our clients are impressed by our system and it has helped increase productivity on both ends by getting all jobs input by our clients.

PROS

Serve Manager does exactly what the title says. It manages all the serves we have. From start to finish all the data is stored and organized very clearly for each and every job. After you get over the learning curve, it is very hard to goto anything else. Constant compliments from our clients on our data organization.

CONS

I would say The learning curve takes about 50-100 jobs to master and be proficient on all the features.

Reason for choosing ServeManager

Recommended by an affiliate.

Peter

Information Technology and Services, 201-500 employees

Used daily for less than 2 years

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed August 2020

The most powerful Process Server e-software available...

Utilizing ServeManager has saved our company a bundle in administrative work by streamlining the entire serving process. The ServeManager's staff are extremely professional, reaching out to us each and every month. Letting us know how much they appreciate doing business with us, and to inquire if we need help with anything! Their team members are sincere, honest and ready to help in anyway they can. We look forward to utilizing ServeManager for years to come.

PROS

The features are second-to-none and are consistently improved, with new features added on a regular basis. The remote mobile access contains all the tools needed when out on the job, in realtime! GPS logging to support actual attempts made, and emails the attempts to the client and to the server when the option is enabled to do so. Notes for the ongoing process for each case as it remains active/open. The newest feature "e-serve" will be a great feature when more courts start to allow/accept e-serves. It would take a month to list all the awesome features ServeManger has to offer. You can't go wrong with this product and the service provided.

CONS

ServeManager could certainly use more electronic payment processing providers, like Square.com.

Matthew

Legal Services, 11-50 employees

Used daily for more than 2 years

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

4

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed August 2020

Great Software

This software has made my organization very efficient and we plan to continue to grow and know that ServeManager is there for us. The support team is excellent.

PROS

I think the ease of use and speed in which you can obtain and write information is great.

CONS

I would like to see the invoice section by easier when issuing clients based on a 2 week billing cycle

Reasons for switching to ServeManager

More efficient product

Vendor Response

Hi Matthew, We appreciate the feedback and look forward to helping your business grow even further! In regards to your concern with issuing invoices, what you could do is open the specific client company from your Companies tab, then navigate to the invoices tab where you can see all invoices for that particular company. From this page, you can use the date range filters to isolate the specific jobs, then using the options dropdown menu to mass issue the selected jobs. You can also apply payments to multiple jobs, create a statement, or create a bulk .pdf file of all the invoices. Please let us know if you have any other questions or concerns, and again we thank you for the kind words.

Replied September 2020

John

Legal Services, 2-10 employees

Used daily for more than 2 years

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed December 2018

Servemanager just makes things easier

Myself and my Office manager find it extremely user friendly, and very low maintenance.

PROS

The best part of the software is that it allows us to enter cases easily. When we have a similar Court case already entered, the software picks up that prior entry and auto fills, saving us time. The other best feature is how easily our outside Independent Process Servers can update us instantly of what is going on in the field. They send to us realtime information! Third, we love the Online Billing feature. We invoice a client, and sometimes within minutes they pay the invoice through STRIPE, a fantastic way to get paid quickly.

CONS

The typeset seems a bit small, and there is not a way to adjust for that, to my knowledge. So a Field Sheet may not allow a Bold set of letters, other than capitalization.

Marsha

Legal Services, 2-10 employees

Used daily for more than 2 years

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

4

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed March 2019

Our number one tool

When we started our company a little over a year ago we had experience with several other software programs for process servers. There was never even a discussion about which software company we wanted to use. Servemanager is the best software out there for process servers. Now that we own the company the functions for invoicing pricing and contact with our clients is exceptional

PROS

The software is very easy to use and it is always available two are process servers. It has many functions that are very useful to a process serving company.

CONS

My number one complaint was that we could not do Mass services at one location. This is now a part of the service program the only problem we have with it is it does not do a mess serve for the same address only for the companies with the same name.

Leslie

Legal Services, 11-50 employees

Used daily for less than 2 years

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed March 2019

Serve Manager Review

I like ServeManager, its mobile app as well as the desktop version. Being able to upload in the field is ideal for time sensitive serves, allowing our clients and co-workers fast access to the serve or attempt information. We have been able to, in some instances have all the declarations waiting for a server when they get home from serving, making the turn around time for getting the signed declarations to our clients much quicker than the pre ServeManager days.

PROS

The form entry is incredibly user friendly, and fast when dealing with volume. The save and share button is one of my favorite things as you can send the completed declaration to the server to sign at the same time you are saving the information into the system. A real time saver!

CONS

I wish there was a way to have the city the server is signing the declaration auto populate, that would be a real time saver when creating invoices.

William

Legal Services, 2-10 employees

Used daily for more than 2 years

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed March 2019

serve manager

overall i really like using serve manager. it is easy to learn and use. i have recommended the software to several other servers and companies over the years.

PROS

it is very easy to use. i like how it links to your clients and they can get status updates right away. it is so easy to create affidavits, which use to take me a while to do one, now less than a minute.

CONS

i don't like that when one of our servers does an attempt it sends the update from the servers email so when the client emails back it goes to the server and not our company. we have had servers in the past that have taken clients from us because of this.

Steven

Legal Services, 2-10 employees

Used daily for less than 2 years

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed September 2020

Love this product

My overall experience has been positive and I have no intention on changing to any other product. On top of the app I would also like to see eservice available when jobs are assigned to you outside of your company.

PROS

I like the ease of use and how easy it is to collaborate with other companies. Keeps track of everything. The GPS feature is nice to have and all the servers use it.

CONS

I wish they would have a IOS and a Google App to make things easier as opposed to always having to log onto the internet site and report your attempts.

Reason for choosing ServeManager

The staff and sales rep were in tune to my needs and made sure everything was working correctly. The price was on point and the ease of use were the biggest factors.

Alan

Legal Services, 1 employee

Used daily for more than 2 years

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed September 2018

Best choice I ever made

The team is great. I get a monthly call from my rep. To make sure everything id going well with me and to keep me up to date on new features, training opportunities and anything else coming down the pike.

PROS

The software is super easy to learn and I love that it is cloud based so I can update on the go. It beats the days of dragging my laptop around.

CONS

My only complaint is that I would like to be able to track my mileage for each job. I can work around it in the invoice section, but would really like to put in a starting reading and ending reading.

Larry

Legal Services, 2-10 employees

Used daily for more than 2 years

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed August 2020

Serve Manager Review

My overall experience have been extremely great, I have been with that company for more than 5 years and I have never had any issues with their system and they are always improving to save us time, and their customer service is second to none.

PROS

This software is extremely user friendly, save you a lot time of money and extremely reliable.

CONS

When you have more than one service, they all come under Jane Doe, Specially on posted application

Reasons for switching to ServeManager

Bad Customer Service, Unrealiable software.

Jeff

Computer Software, 2-10 employees

Used daily for more than 2 years

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

4

FUNCTIONALITY

5

Reviewed June 2018

Great experience

Invoicing daily organization attempt sharing invoicing companies server pay.

PROS

Continues to improve always a work in progress. Love the credit card invoice acceptance the ability to share each attempt and multiplte document printing.

CONS

Would like to share individual misc attachments one by one. Would like to get an error message if I send something to a client and the client email not accepting so i know they didnt recieve the email

Robert

Legal Services, 1 employee

Used daily for less than 2 years

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed September 2020

Excellent Functionality Software

Very positive, very happy to use this software, no complaints, ease of use is exceptional.

PROS

Easy to use, provides all functions necessary in the world of process serving.

CONS

The only downfall I have, is being required to pay for changes to the system for proofs or things necessary to my specific company. If I am paying monthly for the service, I think you should as a company, allow a handful of free changes per year, then have to pay if there are excessive changes......

Reason for choosing ServeManager

Ease of use is top notch, for the price, it is on point software!

Steve

Legal Services, 1 employee

Used weekly for less than 2 years

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

4

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed August 2020

Satisfied User

Overall this is a great prodcut that has simplified and organized management of my serves. I always have an instant updated status of my serves.

PROS

This software has covered all of the bases with regards to serving process. From uploading the documents to documenting attempts to completing and sending the affidavits.

CONS

I would like it to be easier to upload cutomized affidavits. Currently we have to send a request to ServeManager and wait for their upload. I would like to be able to customize and upload the affidavits that I use most. Waiting for ServeManager to uplaod affidavits seems a bit inefficient.

Reason for choosing ServeManager

The free trial allowed me to use the product. After seeing it in action there was no need to look at other products. This product makes process serving easy and efficicient which converts to increased productivity.

Marty

Legal Services, 11-50 employees

Used daily for less than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

FUNCTIONALITY

5

Reviewed April 2022

ServeManager WORKS for Me

It’s been a very pleasant experience. I’ve only needed customer service twice in 2.5 years.

PROS

The ease of use. And while training others on the software, they have been able to comprehend and retain the information very easily.

CONS

I really have nothing negative to say about it.

Showing 1 - 25 of 178 Reviews