We recently added an option to auto complete addresses within the program. Many of our users and members of the legal industry often fill in data in all uppercase letters. There is now an option to have your auto completed addresses save in uppercase.
To enable this function click My Account > Settings > Scroll to the Addresses section and check the second box to use UPPERCASE letters. Scroll to the bottom to Save your settings.
We've added an auto complete function to the addresses you enter in ServeManager. Going forward whenever you begin typing a service address, a court address, or a company address the program will try to fill in the address for you, including, City, State, ZIP, and County. This function is also available on the mobile site if you're updating an address from the field.
Results will be presented to you based on proximity to your location, which is pulled from your Account address. This means if you're in Denver, CO and were to search for 3120 Blake St the first result will be the address in Denver, CO as opposed to a similar address in another city.
You can now mass print not only your Affidavits, but also Field Sheets, Documents to be Served, and Invoices.
You will still create individual Affidavits and Invoices like normal, but you can combine these file types as well as any PDFs that have been uploaded to Document to be Served and any Field Sheets, into single large files. When you choose to mass print all of the documents will be grouped by job meaning one job's files will be in order, then the next job's and so forth.
To Mass Print Documents go to the Jobs page or an individual Company's Jobs page and apply any Filters you might like to use. Once that's done check off any job from the list you'd like to print documents for. Once your list is complete use the Options menu and choose Print Documents.
Now you can select which of the 4 eligible documents you'd like to print. Once satisfied click Generate PDF to create your print file. You'll be taken to the Downloads page where the file will be at the top of the list. Depending on the number of documents included this may take a moment to generate. Once complete you can download the file and either send it to your printer or save it to your hard drive to send an email to your client with the file.
In addition to emailing invoices to your clients, your Collaborating Clients can now see issued invoices within the program. This makes it so they don't have to dig around an email account to find and pay you, they can find the job they want to send payment for directly through ServeManager.
When you issue an invoice to a collaborating client the program will automatically add a note which lets them view and potentially pay your invoice if you've signed up with Stripe. Only the client side of the collaboration can view this note. As the invoice issuer you cannot see it, but know that if the invoice is issued the note is present. The Invoice Issuer is still the only party that can manually mark an invoice as paid or edit it, but this link allows clients to view the same page they were able to see from emailed invoices.
This also means any subscribed process server doing work for you can also issue invoices to you and you will be able to view them within the job. In the scenario that you're collaborating with a process server and a client on a job your client cannot view your contract server's invoice, only the invoice you create and issue to them.
By default when a user sends an email through ServeManager the reply email address is set to the user's email address. You now have an option to set an account wide email address so that all users who send an email within your company will have replies sent to this general inbox instead of their personal emails.
To set your company's reply email address click My Account and Settings. Scroll down to the Email Notifications section and enter your reply email here. Make sure to save at the bottom. All future updates sent from ServeManager will now have this email set as the reply email.
You can now Filter your Jobs List by Creator. From the Jobs Screen click the Creator dropdown menu and choose which user you'd like to see created jobs for.
This is useful to determine how many jobs may have been entered by someone doing data entry for you, or to check the quality of work of a new user.
Process servers are switching to ServeManager on a daily basis to run their business because of the product’s ease of use, and the efficiencies that it provides. ServeManager customers are now seeing even greater gains in time-savings through a partnership with Zapier.
Zapier is a tool that allows users to connect apps they use every day to automate tasks and save time. By automating ServeManager tasks through “Zaps”, users can integrate with hundreds of programs, including Clio, MailChimp, Google Calendar, and Quickbooks Online.
Automations and integrations that used to require custom development, lot’s of time, money and resources can now be set up in minutes by registering for Zapier, then connecting your ServeManager account.
Connecting your ServeManager account to Zapier, essentially allows you to build features specific to your unique business workflow.
Through Zapier, ServeManager supports a number integrations with 3rd pary applications that create efficient workflows through task automation. If you find yourself scanning documents frequently and needing to attach those docs to the right job quickly, you might want to explore setting up an automation (also called a Zap) with popular cloud-storage apps like Google Drive or Dropbox.
Once you have your Zap set up, all you have to do is make sure your files are named properly and then placed into a specific folder in your Dropbox or Drive account. File names should begin with the job number. So, if you have a pdf of a hand-written field sheet you want to upload to "Job #012345" you'd name the scanned file something like 012345-filedsheet.pdf, then drag it to the folder you've chosen to sync with ServeManager. Every 15 minutes, the Zap will run, looking for new documents in that folder (e.g., “/uploads” or “/servemanager”) and attach those documents to the proper job in ServeManager.
There’s nothing else you need to do from there. You can clear those scans off your desktop or move them to an archive folder after they’ve been uploaded. Below is an example of what the above document will look like inside your ServeManager job.
To get your Google Drive to ServeManager automation set up using Zapier, use the steps below as a guide. If you’re using Dropbox, Box or OneDrive you should still be able to follow similar steps, which we can help you with if you get stuck.
You’ll need a paid Zapier account since this is a multi-step Zap.
Follow these steps to create your Drive to ServeManager Zap.
1. Click “Make new Zap”
2. Search for Google Drive and select it as your trigger app
3. Select “New File in Folder” as the Google Drive Trigger
4. Connect and Select your Google Drive account
5. In the “Edit Options” section, choose the folder that your scans or pdfs will be placed in.
6. Test this step. BUT FIRST, place a file in the trigger folder that has the job number in the file name.
7. Next, you’ll want to start the “Action” step. Search for and select “Formatter” by Zapier.
8. Choose “Text” in the subsequent step.
9. In the “Edit Template” step, select “Extract Number” in the Transform dropdown, and search for “Title” of the file in Drive under the Input field.
10. Test this step, to make sure that the job number is being extracted from the file name.
11. Create a new "Action Step" and select ServeManager.
12. In the following step, scroll down to “Search”, and choose “Find Job”
13. Make sure that your ServeManager account is selected. If you haven’t connected your ServeManager account yet, you’ll need to do that. (Contact us for your API key, if you haven’t done so at this point.)
14. In the “Edit Options” step, you’ll want to search for the “Output” from the Zapier formatter step and ensure that is in the “Job Number” field.
15. Make sure job status is set to “All”.
16. Test the “Find Job” step.
17. The final action is what actually gets the file to upload to the job. Select ServeManager as your action app once again, then select the “Upload File” option as your action.
18. Your ServeManager account should be selected by default.
19. In the “Edit Template” step, you’ll want to use the below image as your guide.
20. Test the final step and your Zap should be ready to go!
As a reminder, we recommend that you drag the scanned file to your trigger folder after it’s already been scanned and named appropriately. Again, the best naming convention will be to have the job number at the beginning of the file name (e.g., 012345-fieldsheet.pdf).
Using Dropbox instead of Google Drive, you’ll want to follow the same steps as above, obviously selecting Dropbox in the initial step, then in the final step, in the ServeManager file upload action, use the screen grab below as your guide.
One cool feature that Dropbox offers is scanning from your mobile device, so you can easily get these uploaded to the job from the field.
Having problems? Give us a call or shoot us an email.
We've wrapped up our latest Pro Series Webinar. This one was about some of our newest and most powerful Accounting functions. If you weren't able to attend, don't worry, you can read more about the Pro Series here and watch the video below.
To add Taxes to your Invoices, first enable the feature by clicking My Account and then the Settings tab. Under the Invoicing section there is a checkbox to Enable Taxes on Products and Line Items. Check this and scroll to the bottom to Save your Settings changes.
You can now add taxes to your Saved Products. To do this click My Account and Settings again. Find Invoicing and click Manage next to Products. Now when you add a new Product or Edit an existing one you have access to a new Tax Rate field.
If you add a tax rate here it will be present on invoices you use this product on that are created after this point. Prior invoices will not be retroactively adjusted. In addition, future Exports of your Accouting info will include sections for these taxes.