New Features

  • 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.

  • April 09, 2013
  • New Features

New Job Employee Notification

Now when you create a new job, and set one of your employees as the process server, that employee will receive an email notification with a link to the job.

  • April 04, 2013
  • New Features

New Affidavit Templates

In a continued effort to add more affidavit templates, we've just released a handful of new ones:

  • Washington Declaration of Service
  • California FL-330
  • California FL-335
  • California SC-104

Visit our Free Affidavit Editor to view these templates and more, plus generate affidavits for free without an account.

  • March 29, 2013
  • New Features

Job Details on Invoices

Invoices were lacking job details and context for both you and your client. So, the following job details have been added to invoices so it's easier to identify the corresponding job:

  • Case Number
  • Job Number
  • Client Job Number
  • Plaintiff
  • Defendant
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