Now you can generate billing statements for outstanding invoices based on which court case they are associated with.
We've replaced the calendar style date-picker with fields that are more data entry friendly. We added some handy shortcuts too.
Now paying subscribers can fully edit any shared job, even if they didn't create it; allowing more flexibility for you and your clients or contractors who use ServeManager.
You can invite third-party process servers to a free account with limited features, and collaborate on jobs. This allows you to setup contract process servers as companies instead of employees.
There's a new setting which allows you to share Misc Attachments with clients and servers that you collaborate with.
Set a default court location for new jobs. Choose the court location you most often serve papers for, and save some time and data entry.
A new setting has been added to optionally display the client name and phone number on fieldsheets in case you want your process servers to contact your clients directly.
Now you can edit court cases while editing a job. If the case is associated with more than one job, you will be warned that multiple jobs are going to be updated.
We've added a handful of email settings to help you customize your workflow and speed-up repetitive tasks.
Select one or more jobs and choose Archive Jobs to close jobs that have been served, paid or otherwise completed.
This new feature calls attention to high priority, rush jobs regardless of the due date. These jobs will appear at the top of the Open jobs list, and a "Rush" watermark appears on the fieldsheet.
Now you can save Service Instructions for states, courts, clients, rush jobs, etc..
The Activity tab has been added to the Jobs menu. This new page displays current and past job activity, grouped by date and job number.
Just below the Jobs search field is a link(Search Filters) that will open additional filters which work in combination with the text search. These filters can be used to find jobs that may need your attention.
Statements can now be generated for a company by date range.
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