You can save recipients whom you serve on a regular basis, such as corporations or individuals.
To save a recipient, go to My Account > Settings and click on Manage Recipients. Saved recipients will auto-complete as you type their name on new jobs.
There are several ways this feature can save you time and reduce your data entry.
Save a corporate entity or individual who you regularly serve.
Save potentially dangerous recipients and make a note in the Other Description field to warn yourself or employees on future serves.
Even if you don't serve the same recipient for every job, you can still save time by setting a default recipient if or when you happen to serve them for a large number of jobs. The default can be set or unset anytime by editing the recipient.
This feature can also be used to fill out some or all of the address on new jobs. For example, you may want every new job to have the city, state and zip already filled out. To save a default address, fill out as many or as few fields that will save you time entering new jobs. A name is required, so enter something you will recognize and replace with the actual recipient name.
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.
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.
There is an added option on the national affidavit to include a service fee. It is located above the signature block.
If you'd prefer to always include the service fee, the option to do so is available. Under My Account and then Settings you can check a box to Add a Fee Section on new affidavits.
Now you can allow limited users to email clients and share notes, attempts and affidavits by enabling the setting per user.
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.
These hotkeys are not underlined, but work by typing one ore more characters.
Learn more about hotkeys, keyboard shortcuts and browser shortcuts.
Now you can generate billing statements for outstanding invoices based on which court case they are associated with. To view invoices for a court case and generate a statement, go to Court Cases > [select a case] > Invoices.
If the invoices span multiple companies, it will ask you to choose which company the statement is for.
We've replaced the calendar style date-picker with fields that are more data entry friendly. We also added some handy shortcuts which allow you to quickly select the current day (Today) and time (Now). These shortcuts are options located within the month select field.
You can still use the old calendar if you prefer to choose dates that way, and it serves as a visual representation of the days, weekends and months as well.
Previously only the job creator could fully edit a shared job, which caused problems for some subscribers who needed to edit jobs or service attempts which contained typos, or errors.
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.
Learn how to invite and collaborate, including a detailed video on the process and a list of features for free accounts.