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.”
Automate repetitive tasks, and integrate with third-party sites and API's using Zapier.
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.
Enable the electronic signature account setting, so employees can save and apply their own signatures.
Go to Account > Settings > Enable GPS Watermark When capturing a new photo for your attempt, your gps location will be displayed directly onto the captured photo.
After failing to login 4 times, a pop-up will appear asking if you would like to reset your password. Alternatively, if you open this link in your browser, you can update your password: https://www.servemanager.com/passwords/new
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).
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 […]
