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. 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.
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.
Make modifications to court cases and court locations to update multiple jobs at once.
Enable eService in your account.
Recipient contact information can be added when creating a job, making a service attempt, and when saving a frequent recipient in your account settings.
How to upload attachments into a company entry.
How to generate an eService affidavit.
