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.
New data fields have been added to the job edit screen, with the corresponding fields appearing on affidavits when needed.
Note Templates are a new feature to create preset Note content for various situations, including automated sharing with collaborators and creating additional notes based on desired communication preferences. To create a Note Template, go to My Account > Settings > Notes When customizing a Note Template, you can include a name, category, label, comments, resulting […]
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 […]
When you agree to join the Exchange, you must agree to the terms of our Independent Contractor Agreement. This agreement governs our relationship as we collaborate on the completion of assignments (referred to as “jobs” within ServeManager). Understanding the key elements of this agreement is crucial to ensuring a successful partnership and clarifying expectations on […]
The ServeManager app is essential for contractors working with the Exchange (See: Mandatory ServeManager Mobile App Usage). This article provides step-by-step instructions on how to download and install the ServeManager app on both iOS and Android devices. Downloading the ServeManager App For iPhone (iOS): ServeManager for iOS: Download here For Android: ServeManager for Android: Download […]
