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.