Author

Jordan O'Brian


Posts by Jordan O'Brian

Best Practices for Service Attempts and Diligence

Note: The contents of this article applies to California. As an independent contractor providing process serving services for ServeIt, it’s crucial to understand and adhere to the flexible guidelines that govern our approach to service attempts and diligence. These guidelines are designed not just to comply with legal standards but to optimize the effectiveness and […]

ServerHub: Agent Onboarding Setup

Step-by-Step Guide for ServerHub Agents Overview This guide walks you through the required setup tasks for all ServerHub agents: These steps are required before you can join the marketplace and start receiving jobs. Plan approximately 10–15 minutes to complete the full process. We recommend using the ServeManager Desktop site (www.servemanager.com) when setting up your profile. […]

New and Improved Mobile App Routing

ServeManager’s mobile app routing got more than a makeover – we jam packed this feature with even more functionality to make planning your day easier. Route Suggestion ServeManager took the guessing work out of knowing what jobs need to be served today. Our Suggested Route feature calculates which jobs should be on today’s route by: Please keep in […]

Accountability Reports

To turn on Accountability Reports, go to My Account > Settings > Affidavits You’ll see a checkbox to enable the Accountability Report for your account, make sure to press Save before leaving your settings. After creating an affidavit in a job, you’ll see the option to create an accountability report that details all captured attempts […]

Mobile App: Attempt Drafts and Poor Cell Coverage

If you are in an area with poor cell coverage, you can save your attempt and the captured photo as a draft to upload at a later time. When creating an attempt, press Save Draft to save the attempt including any entered details, captured photos, and GPS information. From the Jobs list, the New Attempt […]

Cancelling a Collaboration Invitation

Collaboration invitations automatically expire after 14 days. If you sent an invitation by accident, or no longer wish to collaborate with a company or individual, please contact customer support with the details. You can also unassign collaborator by editing the job in ServeManager or InfoTrack Exchange and removing the collaborator manually.

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. What you can do with the API The API gives you programmatic access to most of what you manage in ServeManager, including: Generate your own API key You can generate your own API key directly […]

How to Become a Process Server

A process server delivers legal documents — like summonses and subpoenas — to the people involved in a court case, and often handles related work like court filing and document retrieval. Requirements to become one vary significantly by state, so here’s a general roadmap to get started. Step 1: Research your state’s requirements In many […]

Guidance on Substitute Service Procedures

Navigating Substitute Service under California Code of Civil Procedure Note: The contents of this article apply to California. Substitute service is a legally recognized method of serving legal documents when direct, personal service has not been successful. Governed by the California Code of Civil Procedure (CCCP), understanding these rules is essential for process servers operating […]

Mobile App: Add GPS Watermark To Photos

Go to Account > Settings > Attempt Preferences > Enable GPS Watermark Photos When capturing a new photo for your attempt, your GPS location will be displayed directly onto the captured photo.