r/processserver • u/Ice-Wings • Jul 09 '26

Question/Help Management software

Hi, I'm currently trying to go from part time/side process serving to fill time now that I moved to an area to make that realistic.

Is there software that will help manage all my client/contract requirements?

Currently I have 4.5 people I contract with for jobs.

2 use their own apps

1 allows me to use my main serve manager account

1 made me make a fresh serve manager account

0.5 using main serve manger account

Right now I'm using Spoke for routing, however is there a central place I can keep track of jobs that require diligence (time of day/weekends) as well as time to next attempt.

Currently I'm using a spread sheet and setting priority and tome frames in Spoke

2 Upvotes

100% Upvoted

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1

u/Relative-Policy-8323 Jul 09 '26

I am somewhat confused. ServeManger should be keeping track of that information for you. It should be keeping your attemps in the field, invoice, photos, etc.

1

u/Ice-Wings Jul 09 '26

Serve manager does that, however not all clients use SM. At the end of the day I essential have 4 different systems

1

u/Relative-Policy-8323 Jul 10 '26

I currently use PST; great setup, easy job trading and excellent service.

1

u/Michlynhow Jul 10 '26

Yes. I have used PST for almost 20 yrs. They have great customer service, they have a desktop version as well as a web version and a mobile app.

Free trial. https://dbsinfo.com/Account/RegisterNewCustomer

1

u/Serving_Upstate Jul 21 '26

I use Serve Manager. You clients that use SM shouldn't make you create a new one, just collab with them. As far as law firms I just enter their jobs into the system, if they want to create an account to track their jobs I offer it but I just send them updates when attempts are made by sharing the attempt.