ServeRouter Docs

Introduction

Manage process-serving jobs, plan routes and record attempts in ServeRouter.

ServeRouter is a web app for process servers and serving agencies. Keep job details, route plans, attempt history, documents and invoices in one account.

#Start here

Getting started walks through signing in, adding your first job and planning a route.

If you already have an account, log in. To create one, start a free trial.

#Your workspace

  • Jobs: add the recipient, address, job number and due date. Open a job to see its details and attempt history.
  • Map and Routes: select jobs, choose a vehicle and build a route for your stops.
  • Generate Document: create a document using the available templates.
  • Companies and invoices: keep client details and billing with your work.
  • My Account: update your account details and subscription settings.

Agency administrators also have team and payroll views. What you can see depends on your account's role and plan.

#In the field

The Field app opens in a browser. Use it to work through stops and record attempts. Allow location access when you need GPS-stamped attempt records. Review the saved information before generating documents or sharing it with a client.

#Using these docs

Use Search, or press ⌘K on a Mac or Ctrl+K on Windows, to find a page. On this page links jump to sections. Copy as Markdown copies the current page as plain Markdown.

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