The Coverage Area feature allows you to define the geographic region for your services, whether by county or zip code. This guide will take you through the process step-by-step. How to Select Your Coverage Area in ServeManager Log into Your ServeManager Account: Log into your ServeManager account using your credentials. Navigate to the Coverage Area […]
How do I ask questions about specific jobs? How do I contact the Contractor Success Team for general inquiries? What should I do if I’m unavailable for more than a day or an emergency occurs? What if there is a payment issue or I suspect a mistake? How do I update my business or contact […]
Open the job in ServeManager and scroll down to the Uploads section. Click the green Upload Files button to get started. Choose Misc Uploads as your upload type. Select your file and make sure to click the checkboxes that the upload is an Affidavit and that it is signed. This will ensure the Affidavit goes to the firm for […]
What is the Exchange? What are the Key Benefits of the Exchange? What is a Partner Agency? What are the Requirements to be a Partner Agency? What is the Infotrack Exchange Workflow? How can I track and manage my Exchange work? Does it cost anything to be part of the InfoTrack Exchange Network? Can I […]
Accessing ServeManager & Working Your Jobs Who is this guide for? Process servers and agencies using ServerHub to receive, work, and complete service of process jobs inside ServeManager. 1. Overview As a ServerHub agent (process server or agency), you receive service of process jobs from Agencies who have connected with you through the ServerHub directory. […]
Step-by-Step Guide for ServerHub Agents Overview This guide walks you through the required setup tasks for all ServerHub agents: These steps are required before you can join the marketplace and start receiving jobs. Plan approximately 10–15 minutes to complete the full process. ℹ Your personal information is submitted directly to Plaid — ServeManager staff cannot […]
We are excited to introduce our new document preview workflow, designed to help you create jobs faster, more accurately, and with greater confidence. This enhancement gives you a clearer process for validating case details, recipients, documents, and service information — all in one intuitive screen, without bouncing back and forth between windows or risking data […]
ServerHub is a new ServeManager feature that helps agencies connect directly with individual process servers. Instead of forwarding a job to another agency when you don’t already have local coverage, ServerHub gives you instant access to vetted last-mile servers. Key Benefits How Pricing Works Pricing for ServerHub jobs is set by ServeManager based on what […]
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.
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 […]
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 unable to view miscellaneous attachments? Learn how to fix this problem.
