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.

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.

Mobile App: Add GPS Watermark To Photos

Go to Account > Settings > Attempt Preferences > Enable GPS Watermark Photos When capturing a new photo for your attempt, your GPS location will be displayed directly onto the captured photo.

Guidance on Substitute Service Procedures

Navigating Substitute Service under California Code of Civil Procedure Note: The contents of this article apply to California. Substitute service is a legally recognized method of serving legal documents when direct, personal service has not been successful. Governed by the California Code of Civil Procedure (CCCP), understanding these rules is essential for process servers operating […]

Best Practices for Service Attempts and Diligence

Note: The contents of this article applies to California. As an independent contractor providing process serving services for ServeIt, it’s crucial to understand and adhere to the flexible guidelines that govern our approach to service attempts and diligence. These guidelines are designed not just to comply with legal standards but to optimize the effectiveness and […]

Collaborators can’t see miscellaneous attachments

Collaborators unable to view miscellaneous attachments? Learn how to fix this problem.

Auto-Share Contractor Updates

Guide on automatic sharing contractor job updates with a client.