Help Articles

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.

Integrate with third-party apps using Zapier

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

Collaborate with clients

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

View everyone’s jobs on mobile site

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 site show all jobs.”

Collaborate with contract process servers

  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.

Mobile App: Sorting and Filtering

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 […]

Minimum Spec Requirements for the Mobile App (Recommended)

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 […]

Mobile App: Create a Service Attempt

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 […]

Mobile App: Disable Routing

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).