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.
Learn how to invite your clients into ServeManager to view job updates in real time.
By default, only the jobs assigned to you are displayed on the mobile version. Owners and Admins can enable a setting to view all jobs in their account when using the app. Update the setting under My Account -> Settings -> Jobs, by checking the box next to “On the mobile app show all jobs.”
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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.
Job Timing & Completion Goals Standard First attempt must be made within 5 days of job creation. Completion should occur within 14 days of job creation. Rush First attempt within 1 business day of job creation. Completion will occur within 4 to 7 days of job creation. 1. Job Acceptance and Assignment a. Job ACCEPTANCE […]
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 […]
We are excited to introduce our new document preview workflow, designed to help you create jobs faster, more accurately, and with greater confidence. This enhancement gives you a clearer process for validating case details, recipients, documents, and service information — all in one intuitive screen, without bouncing back and forth between windows or risking data […]
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 […]
ServerHub is a new ServeManager feature that helps agencies connect directly with individual process servers. Instead of forwarding a job to another agency when you don’t already have local coverage, ServerHub gives you instant access to vetted last-mile servers. Key Benefits How Pricing Works Pricing for ServerHub jobs is set by ServeManager based on what […]
