These SLAs apply to jobs accepted through the InfoTrack Exchange. By joining as a Partner Agency, you’ve agreed to these terms as a condition of platform access. They exist to ensure smooth operations, legal compliance, and top-tier service on every job, and all partner agencies and process servers are expected to meet the requirements below. […]
This article outlines the required service-level standards and recommended best practices for jobs on the InfoTrack Exchange. Partner agencies agree to these SLAs as a condition of platform access. Use this article as your reference for consistency, quality, and compliance. Service Level Agreements (SLAs) Standard Jobs First attempt: within 5 days of job creation Subsequent […]
New data fields have been added to the job edit screen, with the corresponding fields appearing on affidavits when needed.
Note Templates are a new feature to create preset Note content for various situations, including automated sharing with collaborators and creating additional notes based on desired communication preferences. To create a Note Template, go to My Account > Settings > Notes When customizing a Note Template, you can include a name, category, label, comments, resulting […]
When you agree to join the Exchange, you must agree to the terms of our Independent Contractor Agreement. This agreement governs our relationship as we collaborate on the completion of assignments (referred to as “jobs” within ServeManager). Understanding the key elements of this agreement is crucial to ensuring a successful partnership and clarifying expectations on […]
The ServeManager app is essential for contractors working with the Exchange (See: Mandatory ServeManager Mobile App Usage). This article provides step-by-step instructions on how to download and install the ServeManager app on both iOS and Android devices. Downloading the ServeManager App For iPhone (iOS): ServeManager for iOS: Download here For Android: ServeManager for Android: Download […]
To maximize the functionality and performance of the ServeManager app, your mobile device needs to meet certain specifications. This article will guide you through the minimum requirements for both iOS and Android devices to ensure the app runs smoothly. iOS Device Requirements Minimum Specifications: Checking Your iOS Version: To check which iOS version your iPhone […]
Increasing Expectations for Evidence The legal industry, including law firms and their clients, increasingly demands verifiable evidence to ensure that services or attempts at service occur precisely as specified. This growing expectation stems from a need for accountability and transparency in process serving. Importance of Professional Integrity While we hold a high level of trust […]
Properly logging each service attempt in the ServeManager app is essential for maintaining accountability and providing verifiable evidence of your work. This guide will help you navigate the app to ensure that every attempt is recorded accurately and securely. Step-by-Step Instructions to Log Service Attempts Job Verification Capture Essential Evidence Upon Arrival Important: Do not […]
Update to the Latest Version Connectivity Issues Account Login Issues App Not Responding Persistent Problems
For the Exchange, the use of electronic signatures streamlines the process of signing affidavits and other legal documents. This guide will walk you through setting up and using your electronic signature specifically for tasks assigned through the Exchange, emphasizing the importance of timely and proper execution of document signing. Setting Up Your Electronic Signature Enabling […]
2FA Enforcement Starting Friday, Oct 10, ServeManager logins will require Two-Factor Authentication via email (2FA). There’s no setup required — it will automatically apply to all accounts. Users will simply log in as usual, and 2FA will now be enforced behind the scenes for added protection.What to expect: Phishing Warning Please be advised (and alert […]
