ServeManager has a robust developer API which can be used to integrate with your system, a client’s, or third-party applications. What you can do with the API The API gives you programmatic access to most of what you manage in ServeManager, including: Generate your own API key You can generate your own API key directly […]
A process server delivers legal documents — like summonses and subpoenas — to the people involved in a court case, and often handles related work like court filing and document retrieval. Requirements to become one vary significantly by state, so here’s a general roadmap to get started. Step 1: Research your state’s requirements In many […]
Cancellation works a little differently depending on your account type, so our support team handles every cancellation individually to make sure it’s done correctly for your account. How to cancel To cancel, please contact customer support with: Support will confirm your account type and walk you through what to expect next. Before you cancel We […]
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 […]
Account Downgrades Downgrades are not immediate because your account is currently paid through your billing date. Your account will have access to the new downgraded job level starting on your next billing cycle. Account Upgrades The upgrade charge is the difference between the chosen upgraded plan and your current plan of Special Arrangement. Your account […]
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 […]
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.
Server Pay’s new Payables feature allows users to create specific payables for their employee and contract servers. Payables can be created per employee/company, and you can even set a default account wide list of payables. Server Payables To create an Employee payable, go to My Account > Employees > Select the employee and press Edit. […]
ServeManager’s mobile app routing got more than a makeover – we jam packed this feature with even more functionality to make planning your day easier. Route Suggestion ServeManager took the guessing work out of knowing what jobs need to be served today. Our Suggested Route feature calculates which jobs should be on today’s route by: Please keep in […]
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. […]
Enable the electronic signature account setting, so employees can save and apply their own signatures.
