Author

Jeremy Church


Posts by Jeremy Church

Stripe issues and support

If you have questions about a Stripe transaction or deposit, the fastest way to get help is to contact Stripe directly. If you want to add a payment button to your ServeManager invoices, and collect online payments from your clients, click here for instructions.

Integrate with third-party apps using Zapier

Automate repetitive tasks, and integrate with third-party sites and API's using Zapier.

Collaborate with clients

Learn how to invite your clients into ServeManager to view job updates in real time.

View everyone’s jobs on mobile site

By default, only the jobs assigned to you are displayed on the mobile version. If you prefer to see all open jobs regardless of who they are assigned to, you can update the setting under My Account -> Settings -> Jobs, by checking the box next to “On the mobile site show all jobs.”

Collaborate with contract process servers

  Collaboration invitations are sent from the Companies menu. Select the process serving company you’d like to invite (note: make sure the contractor is assigned to at least one job). Click the Invite & Collaborate button. ServeManager will ask if you want to invite the company as either a law firm or as a process server (read more about […]

Shared jobs count towards each member’s monthly job limit

Shared jobs count towards the total number of jobs you can create each month. Your monthly job count is the total number of jobs created by you, your employees, and jobs that were shared with you. If you need to increase your monthly job limit, you can upgrade your subscription by contacting customer support.

Affidavit prints small

If your affidavit is noticeably smaller than the 8.5" wide pdf, it's likely due to the Grammarly browser extension.

Resend an Invitation to Collaborate

Learn how to resend a collaboration invitation.

Using our API

ServeManager has a robust developer API which can be used to integrate with your system, a client’s, or third-party applications. Detailed instructions can be found in our API Documentation, and you can generate your own API key by following this guide.

How to use Server Pay

Use Server Pay to keep track of the money you owe to your servers!

How job numbers work

Job numbers are assigned consecutively across all ServeManager accounts, which means they may not be consecutive within your account, but they will always be sequential and greater than the previous job number.