Collaborate with Contractors

Collaboration invitations are sent from the Companies menu.

Select the process serving company you’d like to invite (note: make sure the contractor is assigned to at least one job).

Click the Invite & Collaborate button.

ServeManager will ask if you want to invite the company as either a law firm or as a process server (read more about client collaboration here).

Click Invite a Process Server.

This will send an invitation email to the contact, once they accept the invitation your accounts will be linked and any shared jobs will appear in both accounts.