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 […]
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 […]
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 […]
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 […]
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 […]
