Access all your work on the go with the ServeManager mobile app. Log attempts, complete process serves with GPS/map tracking, capture photos and signatures, and sync everything back to your account in real time — so your team always has the latest status, no matter where you are. Download the app for free: California update: […]
These SLAs apply to jobs accepted through the InfoTrack Exchange. By joining as a Partner Agency, you’ve agreed to these terms as a condition of platform access. They exist to ensure smooth operations, legal compliance, and top-tier service on every job, and all partner agencies and process servers are expected to meet the requirements below. […]
This article outlines the required service-level standards and recommended best practices for jobs on the InfoTrack Exchange. Partner agencies agree to these SLAs as a condition of platform access. Use this article as your reference for consistency, quality, and compliance. Service Level Agreements (SLAs) Standard Jobs First attempt: within 5 days of job creation Subsequent […]
Enable the electronic signature account setting, so employees can save and apply their own signatures.
ServeManager is engineered and architected from the ground up with security and data integrity as a top priority.
Use filters to locate/isolate/group together jobs in your account based on various criteria
Know how and when to use the archive feature for your workflow.
Mobile App: Create a Service Attempt Canceling: Pressing Cancel in the top right gives you the option to save as a draft, discard the attempt, or keep editing.
To reset your password from the mobile app: Note: If you enter the wrong password 4 times in the app, a pop-up will also appear offering to reset your password.
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 […]
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 […]
