You can now remove and reassign jobs between collaborators on jobs that you've created. Previously you were locked into a company once a job was assigned to a collaborator. This situation was fine when the server you were working with was able to complete the job, but if you had to switch servers in the middle of the job you were not able to do so.
When you unassign a job from a collaborator any work they've completed and shared with you will still be present. They will retain a read only copy on their end for the records. Once you've removed them from the job you can assign the job to another server whether they be an employee or another contractor. If you've accidentally assigned a job to the wrong collaborating client company you can now also remove and reassign the job to a different client.
To reassign a job from a collaborator, open the job and click Edit in the upper right. Next to the selected company there is a Remove link. Click this and it will remove the company from the job, freeing you up to assign it to someone else.
A couple years back we added a directory to make it easy for our customers to find other ServeManager users. With the directory, not only can you find other servers to forward work to, but it also gives you an opportunity to be found by your colleagues and major process serving firms.
From a growth and marketing perspective, the directory has made ServeManager increasingly more valuable to our customers. ServeManager is the fastest growing, and closing in on being the most widely used, software for process servers. More servers using it means more potential work for our customers. In addition, several major Nationwide companies have connected to our API so they can easily send work to their affiliates via ServeManager. They're often using the directory to find new affiliates.
When two companies are on ServeManager, it makes forwarding and receiving work effortless. Major efficiencies come with forwarding jobs inside the ServeManager network.
To accesss the ServeManager Directory click the Companies menu on the left. Look for the ServeManager Directory tab to view the list.
From here you can initiate contact with a company by calling the listed phone number or by clicking Send Message to send an email. After you've made contact and discussed working together you can collaborate as you would with any other company by creating an entry for their company and then inviting them from their company page.
To list your own company in the ServeManager Directory click My Account on the top right and then click the Settings tab. Toward the bottom there is a checkbox to list your company within the directory. This will use your Company email and phone number which can be viewed and edited by clicking My Account.
Once you're listed you may be contacted about potential jobs from other process servers and forwarding companies that utilize the ServeManager Directory. Please be respectful of your fellow ServeManager users and only contact them should you have work to send their way.
Only paying servers can view or be listed in the directory.
We're constantly improving functionality, adding features and building new affidavits into ServeManager. Our customers now have nearly 40 affidavits available to them by default.
Recent affidavit additions are California forms DV-200 and SC-104A. We've also added a form for Illinois, form CCG N060. To access these new forms or any other available affidavit in ServeManager open a job and click New Affidavit. Using the dropdown menu up top you can generate an affidavit using any template in the list.
The latest affidavits and their uses are as follows:
California Proof of Personal Service
California Proof of Mailing
Illinois CCG N060
Affidavit of Special Process Server (Rev. 8/07/09)
If your state has an official form that we don't have available within ServeManager please let us know. Contact us and provide a link to the official form from the court's site and we'll look into adding it as a future addition.
Need a custom affidavit? ServeManager's robust document management system allows you to fully edit your affidavits in the app, or contact us if you have the need for a completely custom affidavit.
You can now generate multiple affidavits within a single PDF. First create and save your affidavits like normal. Then from any screen where you can view a list of jobs, such as the main Jobs page or individual Jobs pages by company, you can use the Mass Action Dropdown Menu to Print Affidavits.
Use Jobs filters to filter down to a specific set of jobs, or check them off from the list. Once that's done use the dropdown menu and choose Print Affidavits.
You'll be asked to confirm. Once you confirm the process will generate your document, take you to the Downloads tab, and download your PDF. You can then email this saved PDF to your clients if they'd like to get one large file with all of their affidavits, or quickly print all of your affidavits with one action.
We recently added several new documents to our base list of templates. Federal forms AO 440, AO 441, AO 88A, and AO 88B are now available within ServeManager.
To find the new documents, open a job and click New Affidavit. Using the template drop down menu above the document, scroll until you find the Federal section.
We've been rolling out a new function for our affidavits called Advanced Edit. At this point all available templates have been converted into our new format which supports this function. In addition we've made changes behind the scenes that will allow us to modify our existing templates to better fit your needs. If you find that you begin editing your affidavits with the same changes on each job, let us know and we can look at making a modification to your template with your requested changes. If you need further modifications to the point where you may need a custom document, please contact us and we can discuss your needs. Custom documents may incur additional charges.
When working on an affidavit, to access Advanced Edit click the button on the top left of the document.
This will make the entirety of the document you're working on editable. Not only can you change the data that filled in based on your service attempts and job details, but you can adjust the previously non editable text.
This is useful in the scenario when perhaps the word "plaintiff" isn't accurate for your case, perhaps you need to use something more along the lines of "minor child" for a family law case. Whatever change you might need to make can now be completed on a single edit basis.
In addition to altering the content, you can also adjust certain formatting such as making items bold, italic, or underlining them. Highlight the text you wish to alter and a tool to make this selection will appear.
We've redesigned how you create statements. This move will allow you to create more types of statements; rather than only being able to create statements based on issued invoices, you can now create statements for paid and overpaid invoices.
To create a statement you will still go to the individual company from the Companies screen. Open the company you wish to create a statement for and click on the Invoices tab. Similar to how you can mass issue or mass apply payment, you can now also create a statement based on the jobs that you check. This will allow you to skip the entire date range process completely and pick and choose a very specific set of invoices.
You can also use the filters to specify a set of invoices. To create a statement with the same criteria as our previous New Statement button:
We've adjusted a few items concerning deleting employees. Previously you could delete an employee and it would remove them from your active list and prevent them from logging in, but they would remain tied to your account. You can still do this, but it works a little bit differently now.
From the Employees page you can now open an individual employee and it will show you their contact info as well as the jobs you've assigned to them, similar to how opening a court case or court location works now.
The new function we've added which functions largely like the old Delete Employee option did is Archive Employee. This is located on the top right next to the Edit button. This will log your employee out and prevent them from logging in. They will still be associated with your account, but will not show up as an employee option in your active employee list. Once they begin working for you again you can grant them system access again by unarchiving them from the same location.
One of the many time saving functions in ServeManager is its ability to save data and quickly pull it up on demand later. Occasionally though there may be a saved court case or location you no longer want to find. You can now archive old court cases or locations, which will prevent them from autofilling when entering jobs.
To do this, open the Court Cases section on the left, then either click on the Court Cases or Courts tabs. Each entry that is present was either entered directly from this same screen, or was saved when you created the job it's associated with. Click on the entry, there's a good chance you may want to archive all of the jobs associated with this court case or court location and you can do that from this page. Check off the jobs you wish to archive and select Archive Jobs from the mass action. Once this is complete, or if you'd prefer not to archive your jobs, you can archive the court location or court case entry with the Archive button in the upper right.
Archiving unused court locations and cases is especially useful if you find that many of your courts have similar names, but you almost never complete work for a few of those locations that you've had only one or two jobs for in the past. Once it's archived, it will no longer pull up from the autocomplete function in ServeManager.
We've been working on an API for ServeManager and are now at a point where we can release it to you our users. API stands for Application Program Interface and what it will allow you and your internal developers do is link our system, ServeManager, with an internally developed tool you may be using in your day to day.
To request access to the system and begin working with our API, or if you have any inquiries please contact us. The documentation for the API can be found here. The tools we've laid out for you should enable you to do some great things. We're excited to see what you build!