Follow these steps if you're having issues while trying to login.
Find quick answers about using the ServeManager mobile app, logging your attempts, and what to do when something goes wrong in the field. Getting Started How Do I Download ServeManager’s Mobile App? Access all your work on the go with the ServeManager mobile app. Log attempts, complete process serves with GPS/map tracking, capture photos and […]
ServeManager integrates with Stripe, so you can accept online payments from your customers on invoices and statements.
Get started in ServeManager by creating your first job.
We can make changes to our affidavit templates, or we can build custom documents as needed.
Follow these steps if you're having an issue with GPS data and service attempts.
New clients can enter a job from your website.
Log a service attempt from your desktop or mobile device.
Learn how to apply payments to more than one invoice by selecting multiple invoices for a specific client.
If your client has issues applying payment to their invoices, you can also accept payments through stripe via credit card. First, your ServeManager account must be connected to Stripe to accept credit card payments. Once your account is connected to Stripe, the easiest, fastest and safest way to take credit card payments is to have […]
Open the invoice, then select Edit. At the top right, select and clear the date field, then Save. Please keep in mind that you can only revert invoices for ServeManager jobs. It is not possible to change any issued invoices for One Legal or InfoTrack Exchange jobs. Once an invoice is issued for One Legal […]
When your clients pay by credit card, they can check the Remember Me checkbox, so they don’t have to enter their credit card details for subsequent transactions. Future transactions will prompt them to enter their mobile phone number for verification. Your clients can edit the card on file at anytime. Stripe will store the most […]
