Help Articles

Adding a Company

Steps on adding a new Company to your Companies menu.

Stripe issues and support

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.

Create an Affidavit

Steps on how to create an Affidavit in a Job.

Collaborate with Law Firm Clients

Learn how to invite your clients into ServeManager to view job updates in real time.

View All Jobs on Mobile App

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.”

Integrate with third-party apps using Zapier

Automate repetitive tasks, and integrate with third-party sites and API's using Zapier.

Collaborate with Contractors

  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 Each Member’s Monthly Job Limit

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.

Affidavit prints small

If your affidavit is noticeably smaller than the 8.5" wide pdf, it's likely due to the Grammarly browser extension.

Server Pay: Payables

Server Pay’s new Payables feature allows users to create specific payables for their employee and contract servers. Payables can be created per employee/company, and you can even set a default account wide list of payables. Server Payables To create an Employee payable, go to My Account > Employees > Select the employee and press Edit. […]

New and Improved Mobile AppĀ Routing

ServeManager’s mobile app routing got more than a makeover – we jam packed this feature with even more functionality to make planning your day easier. Route Suggestion ServeManager took the guessing work out of knowing what jobs need to be served today. Our Suggested Route feature calculates which jobs should be on today’s route by: Please keep in […]