Help Articles

Exchange: Minimum Device Requirements for ServeManager App

To maximize the functionality and performance of the ServeManager app, your mobile device needs to meet certain specifications. This article will guide you through the minimum requirements for both iOS and Android devices to ensure the app runs smoothly. iOS Device Requirements Minimum Specifications: Checking Your iOS Version: To check which iOS version your iPhone […]

Exchange: Mandatory ServeManager Mobile App Usage

Increasing Expectations for Evidence The legal industry, including law firms and their clients, increasingly demands verifiable evidence to ensure that services or attempts at service occur precisely as specified. This growing expectation stems from a need for accountability and transparency in process serving. Importance of Professional Integrity While we hold a high level of trust […]

Exchange: How to Log Attempts in the ServeManager App

Properly logging each service attempt in the ServeManager app is essential for maintaining accountability and providing verifiable evidence of your work. This guide will help you navigate the app to ensure that every attempt is recorded accurately and securely. Step-by-Step Instructions to Log Service Attempts Job Verification Capture Essential Evidence Upon Arrival Important: Do not […]

Exchange: Troubleshooting the ServeManager App

Update to the Latest Version Connectivity Issues Account Login Issues App Not Responding Persistent Problems

Exchange: How to Set Up an Electronic Signature

For the Exchange, the use of electronic signatures streamlines the process of signing affidavits and other legal documents. This guide will walk you through setting up and using your electronic signature specifically for tasks assigned through the Exchange, emphasizing the importance of timely and proper execution of document signing. Setting Up Your Electronic Signature Enabling […]

Exchange: Security Alert — 2FA and Phishing

2FA Enforcement Starting Friday, Oct 10, ServeManager logins will require Two-Factor Authentication via email (2FA). There’s no setup required — it will automatically apply to all accounts. Users will simply log in as usual, and 2FA will now be enforced behind the scenes for added protection.​What to expect: Phishing Warning Please be advised (and alert […]

Exchange: Using Notes in ServeManager

Notes: Preferred Method for Non-Urgent Job-Specific Communication Using the notes feature within ServeManager is the most efficient way to communicate with us about specific jobs you are handling. We actively monitor these notes from 7 AM to 6 PM PT and aim to respond within 4 hours. Sending a Note via Desktop App Follow these […]

Exchange: De-escalation and Safety in the Field

The 5 Best Ways to De-Escalate a Situation As a process server, serving papers to individuals can often lead to hostile and tense situations. This is especially true when serving papers to someone who may not want to be served or is actively trying to evade or intimidate you. De-escalation is a key skill that […]

Exchange: Do I have to work every assignment offered to me?

Autonomy as an Independent Contractor As an independent contractor with the Exchange, you have the flexibility to choose which assignments to accept and which to decline based on each job’s specifics. This autonomy is a key aspect of our working relationship, allowing you to manage your workload. Guidelines for Accepting and Declining Jobs Additional clarification […]

Exchange: Managing Your Bank Account in the ServeManager Wallet

Ensuring your bank account details are accurately maintained within your ServeManager wallet is essential for receiving timely payments for your services. This article provides a straightforward guide on how to update and verify your bank account information using the ServeManager platform. Updating and Verifying Your Bank Account Information Access Your Wallet Tab Verifying Your Bank […]

Exchange: How Will I Get Paid? (the ServeManager Wallet)

Getting paid for your services is streamlined through the ServeManager app’s wallet feature. Similar to popular money transfer apps like Cash App, Venmo, or Zelle, ServeManager’s wallet acts as a digital wallet, allowing you to receive and manage your earnings efficiently. How the Wallet Works Receiving Payments Transferring Funds Setting Up Your Wallet Choosing Account […]

Exchange: Tracking Your Payments From the Exchange

As an independent contractor, keeping a close eye on your earnings is essential. ServeManager makes it simple to track each payment you receive for your services directly within the app. This guide will walk you through how to access and manage your payment information through the wallet feature. How to Track Payments Accessing Your Payment […]