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