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. […]
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 […]
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.
Guide on automatic sharing contractor job updates with a client.
Collaboration allows you to share information inside of ServeManager, specifically sharing jobs from one account to another. Collaboration allows one person to create a job and then assign it to someone in a different account. With collaboration, you, your clients, and your contractors can view real time updates and share information and documents all within […]
Learn how to use Private Notes in your workflow.
test
To disable the Routing feature in your app and only view your Job List, go to Account > Settings > Enable Routing (turn off the option to disable routing).
Tap the Job Filter button located next to the Search Bar to apply filters to your job list. Job Boards Job State Jobs Service Status Due Date Attempts Job Status Affidavit Invoice Server Creator Pressing Apply will filter your job list with the selected filters, press Reset to cancel your selections and revert back to […]
