Server Profile: Types, Login, Messaging, Vacation, and Checkbook

Server Profile: Types, Login, Messaging, Vacation, and Checkbook

Summary: Configure server type for proofs, set website/app credentials, send messages, record vacation dates, and (optionally) track checkbooks.

Quick answer

In Server maintenance, set the server Type (used on proofs), enter web/app credentials, send app messages, and set vacation start/end to affect dispatch suggestions.

What you need

  • WinServe+ access
  • Appropriate role/permissions (as required)

Steps

  1. Open **Maintain ▸ Server** and set **Type of Server** (aligns with Proof of Service server type).
    media/server-profile-and-messaging-01.png

    [Insert screenshot for Step 1]

  2. Enter **Website/Droid username & password** for field app/web login; the same credentials are used on both.
    media/server-profile-and-messaging-02.png

    [Insert screenshot for Step 2]

  3. Use the **Messages** tab to send messages to servers via the app.
    media/server-profile-and-messaging-03.png

    [Insert screenshot for Step 3]

  4. Enter **Vacation start/end dates** so Suggest/Auto‑Assign excludes unavailable servers.
    media/server-profile-and-messaging-04.png

    [Insert screenshot for Step 4]

  5. Use **Checkbook** tab if you track driver‑written checks by hand.
    media/server-profile-and-messaging-05.png

    [Insert screenshot for Step 5]

Confirm it worked

Proofs pick up the configured server type; dispatch excludes vacationing servers; messages deliver to the app.

Troubleshooting

If credentials fail, reset in Server maintenance and ensure the app is updated to sync logins.

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