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 […]
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 […]
Collaboration allows you to share information inside of ServeManager, specifically sharing jobs from one account to another. Collaboration allows one person to create a job and then assign it to someone in a different account. With collaboration, you, your clients, and your contractors can view real time updates and share information and documents all within […]
This article outlines all required service-level standards and recommended daily practices for ServeIT jobs. Use this as your reference to ensure consistency, quality, and compliance. Service Level Agreements (SLAs) Standard Jobs First attempt: within 5 days of job creation Complete serve: within 14 days of job creation Accept or decline: within 24 hours of notification […]
Service Level Agreements (SLA’s) Special Instructions Job Timing & Completion Goals Standard Rush 1. Job Acceptance & Assignment (Accounting for business hours and time zones) a. Job Acceptance Timing b. Job Assignment Timing 2. Attempt Requirements a. Minimum Attempts b. Extra Attempts or Services c. First Attempt Requirements d. Subsequent Attempt Requirements 3. Documnetation of […]
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To disable the Routing feature in your app and only view your Job List, go to Account > Settings > Enable Routing (turn off the option to disable routing).
From Companies open the specific client company Press “Edit” and then scroll to the bottom of the Company Edit screen and check this box: Press “Update” when finished. When creating new jobs, this client will appear by default in the client company section without needing to autofill their details.
Invoice bulk options You have several bulk options available to in ServeManager One of the most key bulk options items to understand is invoicing. If you go Invoices, you can filter down your invoices however you’d like to and then select the boxes by each invoice number. Bulk options enables you to complete a multitude […]
How to Unarchive Multiple Jobs This will help speed up your workflow even further when using ServeManager! You can learn more about additional bulk options for your Jobs list, here.
Terms you will see around ServeManager and what they mean
