New Features

  • May 10, 2013
  • New Features

Mobile: Photo Upload

Now you can attach photos to jobs from a smartphone or tablet. Choose a job, expand Misc Attachments, then tap on the Upload a File button to attach an existing photo, or take a new photo on the fly.

  • April 30, 2013
  • New Features

Account Settings

Owners will see a Settings tab under My Account. Below is the current list of settings, but you can expect to see more added over time.

  • Default service instructions for jobs
  • Control whether invoices are auto-generated for jobs
  • Default terms of payment for invoices
  • April 26, 2013
  • New Features

Share Jobs

Invite clients, process servers and existing members to share jobs with your company.

Process Server Job Sharing

Job sharing invitations can be sent from a company page using the Share Jobs link, just below the company name.

At this time, only the job creator can edit the job. Notes, Attempts and Affidavits are not shared yet. For now, please use the email notifications to share job updates. Additional sharing features are under development.

  • April 25, 2013
  • New Features

Billing Statements

Under a company's Invoices tab, you can now generate statements for all issued invoices. Each invoice will appear as a line item, with an account summary at the bottom of the statement.

Soon we'll be adding additional features to allow for more control over which invoices appear on a statement, as well as other improvements.

  • April 18, 2013
  • New Features

Invoice Fits Double Window Envelope

The invoices now fit and lineup within a standard #9 double window envelope. Both the return and mailing address will appear in these envelopes, so you don't have to print labels or write anything on the envelopes.

  • April 15, 2013
  • New Features

New Close Job Button

The Closed status is now independent from Job/Service Status.

The new Close Job button will appear when you're viewing a job, at the top right next to the Edit button. This will close the job and remove it from your open jobs, as well as keep the final Service Status of the job.

The Open filter is now the default filter when viewing the list of jobs.

When Should I Close a Job?

It all depends on your workflow. Some people close jobs after a serve. Others wait until their client has approved, or a court date has passed, or maybe once payment is received. When you want it to stop appearing in your list of Open jobs(basically your todo list), then go ahead and close it out.

  • April 10, 2013
  • New Features

Email Your Affidavit

Once you've saved an affidavit, the option to Email will appear. The recipient(s) will receive a link to the affidavit which they can print or save as a PDF. The feature is ideal for off-site employees who can now print and sign the affidavit from anywhere.

Additionally we're working on a feature to allow for emailing the final signed affidavit to your client. Expect to see a post here when that and other new features are released.

  • April 10, 2013
  • New Features

Search Receivables

A search field has been added to the Receivables tab, so you can search invoices by:

  • Invoice Number
  • Client Job Number
  • Company
  • April 09, 2013
  • New Features

View Docs & Attachments on Mobile

Documents and attachments added to jobs are now available to be viewed and opened on your smartphone. Some smartphones and tablets even allow printing to Bluetooth devices.

  • April 09, 2013
  • New Features

Delete Companies

You can now delete companies, though we suggest only deleting companies created in error. Associated jobs and invoices will not be deleted, and the company name will still appear on those jobs and invoices for your records.

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