If you have questions about a Stripe transaction or deposit, the fastest way to get help is to contact Stripe directly. If you want to add a payment button to your ServeManager invoices, and collect online payments from your clients, click here for instructions.
By default, only the jobs assigned to you are displayed on the mobile version. If you prefer to see all open jobs regardless of who they are assigned to, you can update the setting under My Account -> Settings -> Jobs, by checking the box next to “On the mobile app show all jobs.”
Automate repetitive tasks, and integrate with third-party sites and API's using Zapier.
Learn how to invite your clients into ServeManager to view job updates in real time.
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 […]
Shared jobs count towards the total number of jobs you can create each month. Your monthly job count is the total number of jobs created by you, your employees, and jobs that were shared with you. If you need to increase your monthly job limit, you can upgrade your subscription by contacting customer support.
If your affidavit is noticeably smaller than the 8.5" wide pdf, it's likely due to the Grammarly browser extension.
By adhering to these service-level agreements (SLAs) and best practices, you’ll ensure seamless collaboration, exceed client expectations, and maximize the value you deliver. These guidelines are designed to set you up for success. While not all recommendations are mandatory, each one represents a proven strategy to enhance efficiency, foster trust, and create standout experiences for […]
Learn two different methods for downloading and sending unpaid invoices to clients.
Tap the Job Filter button located next to the Search Bar to apply filters to your job list. Job Boards Job State Jobs Service Status Due Date Attempts Job Status Affidavit Invoice Server Creator Pressing Apply will filter your job list with the selected filters, press Reset to cancel your selections and revert back to […]
iOSApple has great support for their array of iPhones, and most recent ones (given that no settings are heavily tweaked) should not have (or experience fewer) issues using the app. Minimum OS requirement: iOS 17Minimum Phone requirement: iPhone XR Suggested Phone: iPhone 13 lineupReason: We don’t know when Apple will drop the X lineup from […]
Press the New Attempt button to begin creating a service attempt. (Make sure you have the proper job selected so you don’t accidentally create a service attempt for the wrong job. Verify the job you’re creating a new attempt for by using the job number, recipient name, or the job’s assigned client. You can use […]
