New Features

Custom Labels on Addresses

When adding or editing an address on a company or job select "Enter Value" and a field will appear for a custom label.

Virginia Affidavits

We've added Virginia affidavits CC-1407 and DC-411.

Apply a Payment to Multiple Invoices

Navigate to the Invoices tab of a Client, then select Issued invoices to apply a payment for one or more invoices without opening each invoice.

Desktop Site for Limited Users

Limited users can now access the Desktop Site, while maintaining the same permissions and features as before.

Drop-Down Menu for Recipient Description

Save time and keep your data consistent by selecting recipient descriptions from the new drop-down menu.

Save Court Locations

Once a court is saved the court name will autocomplete when creating new jobs, which fills out all of the court location fields as well.

Affidavit Sharing

Now your Clients can view Affidavits in ServeManager. In addition to emailing affidavits, if two or more parties share jobs, you can select who can view individual affidavits.

Sharing Attempts

If you share jobs with Clients and Servers, now they can view Service Attempts in ServeManager. Both new and previously saved attempts can be shared.

Delete an Invoice

To delete an invoice, open and edit the invoice, then choose Delete at the top right. After an invoice has been deleted a new invoice can be added to the job if needed.

Attorney Info on California Affidavits

Attorney info is now populated on California affidavits, based on the Client company and Contact for a job.

Invoice Discount Updates

The Discount has been removed from invoices, which allows you more flexibility and clarity for your customers.

Share Job Notes

For companies who share jobs in ServeManager, you can make job notes Visible to the Client and/or Server by selecting who can see the note.

Duplicate a Job

At the bottom of each job you'll see a new link, Duplicate this Job, which opens a new job pre-filled with the data and attachments of the original job. At this point, you can make updates to the new job before saving it.

New Option: Unsuccessful Attempt

Now you can choose an Unsuccessful Attempt option for Service Type, when logging a New Attempt.

Improvements to Affidavits and Documents

We've been working hard to improve our framework for editing and printing documents such as affidavits, field sheets, invoices and statements.

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