New Features

New Job Status Options

A new Job Status that allows you to place jobs On Hold, for example, while maintaining the service status.

Default Process Server Setting

Choose from three options to set a default process server for new jobs.

Default Client Company Setting

If most or all of your jobs are for the same client, then you can save time by setting them as the default client for new jobs.

Assign Multiple Jobs to a Server

Select multiple jobs and assign them to a process server.

Default Jobs Tab Setting

Choose a default tab for the Jobs menu.

Map and Route Jobs

View your jobs on a map, then auto-generate a route with directions and assign it to yourself or an employee.

Save Attempt Descriptions

Add attempt descriptions, so you don't have to type them everytime, especially when you're on a mobile device.

Filter Jobs by Server

Search for jobs by server name.

Filter Jobs by Date Range

Search for jobs by date range and event type.

Save Recipients

Save recipients whom you serve on a regular basis, such as corporations or individuals.

Filter Jobs by Status

There are now additional filters on the Jobs page. In addition to the previous filters, you can now filter by specific job statuses such as Out for Service or Non-Service.

Mobile Site Job List Option for Owners and Admins

We've added a checkbox under My Account > Settings to enable viewing of all jobs on the mobile site for Owners and Admins. If this option is left unchecked, Owners and Admins will only see jobs assigned to their user when accessing the mobile site.

Fee Option on National Affidavit

There is an added option on the national affidavit to include a service fee. It is located above the signature block.

Setting: Limited Users Can Email Clients

Now you can allow limited users to email clients and share notes, attempts and affidavits by enabling the setting per user.

Hotkeys

Now you can quickly navigate using your keyboard to type hotkeys. Most are easy to find. If you see a button that contains an underlined letter, just type that letter instead of clicking the button with your mouse.


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