The 5 Best Ways to De-Escalate a Situation As a process server, serving papers to individuals can often lead to hostile and tense situations. This is especially true when serving papers to someone who may not want to be served or is actively trying to evade or intimidate you. De-escalation is a key skill that […]
Autonomy as an Independent Contractor As an independent contractor with the Exchange, you have the flexibility to choose which assignments to accept and which to decline based on each job’s specifics. This autonomy is a key aspect of our working relationship, allowing you to manage your workload. Guidelines for Accepting and Declining Jobs Additional clarification […]
Ensuring your bank account details are accurately maintained within your ServeManager wallet is essential for receiving timely payments for your services. This article provides a straightforward guide on how to update and verify your bank account information using the ServeManager platform. Updating and Verifying Your Bank Account Information Access Your Wallet Tab Verifying Your Bank […]
Getting paid for your services is streamlined through the ServeManager app’s wallet feature. Similar to popular money transfer apps like Cash App, Venmo, or Zelle, ServeManager’s wallet acts as a digital wallet, allowing you to receive and manage your earnings efficiently. How the Wallet Works Receiving Payments Transferring Funds Setting Up Your Wallet Choosing Account […]
As an independent contractor, keeping a close eye on your earnings is essential. ServeManager makes it simple to track each payment you receive for your services directly within the app. This guide will walk you through how to access and manage your payment information through the wallet feature. How to Track Payments Accessing Your Payment […]
The Coverage Area feature allows you to define the geographic region for your services, whether by county or zip code. This guide will take you through the process step-by-step. How to Select Your Coverage Area in ServeManager Log into Your ServeManager Account: Log into your ServeManager account using your credentials. Navigate to the Coverage Area […]
How do I ask questions about specific jobs? How do I contact the Contractor Success Team for general inquiries? What should I do if I’m unavailable for more than a day or an emergency occurs? What if there is a payment issue or I suspect a mistake? How do I update my business or contact […]
Open the job in ServeManager and scroll down to the Uploads section. Click the green Upload Files button to get started. Choose Misc Uploads as your upload type. Select your file and make sure to click the checkboxes that the upload is an Affidavit and that it is signed. This will ensure the Affidavit goes to the firm for […]
What is the Exchange? What are the Key Benefits of the Exchange? What is a Partner Agency? What are the Requirements to be a Partner Agency? What is the Infotrack Exchange Workflow? How can I track and manage my Exchange work? Does it cost anything to be part of the InfoTrack Exchange Network? Can I […]
Accessing ServeManager & Working Your Jobs Who is this guide for? Process servers and agencies using ServerHub to receive, work, and complete service of process jobs inside ServeManager. 1. Overview As a ServerHub agent (process server or agency), you receive service of process jobs from Agencies who have connected with you through the ServerHub directory. […]
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. ℹ Your personal information is submitted directly to Plaid — ServeManager staff cannot […]
