Cancellation works a little differently depending on your account type, so our support team handles every cancellation individually to make sure it’s done correctly for your account. How to cancel To cancel, please contact customer support with: Support will confirm your account type and walk you through what to expect next. Before you cancel We […]
Account Downgrades Downgrades are not immediate because your account is currently paid through your billing date. Your account will have access to the new downgraded job level starting on your next billing cycle. Account Upgrades The upgrade charge is the difference between the chosen upgraded plan and your current plan of Special Arrangement. Your account […]
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 […]
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.
Server Pay’s new Payables feature allows users to create specific payables for their employee and contract servers. Payables can be created per employee/company, and you can even set a default account wide list of payables. Server Payables To create an Employee payable, go to My Account > Employees > Select the employee and press Edit. […]
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 […]
Access all your work on the go with the ServeManager mobile app. Log attempts, complete process serves with GPS/map tracking, capture photos and signatures, and sync everything back to your account in real time — so your team always has the latest status, no matter where you are. Download the app for free: California update: […]
Enable the electronic signature account setting, so employees can save and apply their own signatures.
ServeManager is engineered and architected from the ground up with security and data integrity as a top priority.
Use filters to locate/isolate/group together jobs in your account based on various criteria
Know how and when to use the archive feature for your workflow.
Mobile App: Create a Service Attempt Canceling: Pressing Cancel in the top right gives you the option to save as a draft, discard the attempt, or keep editing.
