We've added a handful of helpful email settings:
Select one or more jobs and choose Archive Jobs to close jobs that have been served, paid or otherwise completed. Archiving jobs will keep your job list current and useful for managing your business.
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.
To make a rush job, check Rush Priority while setting up a new job, or while editing an existing job.
Now you can save Service Instructions for states, courts, clients, rush jobs, etc.. Go to Account Settings to save multiple service instructions and set a default for new jobs too.
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.
Visit the Activity page to see who's doing what, or which jobs might be ready for your attention. This feature is restricted to Owners and Admins.
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. For example, you could filter for jobs that have an affidavit, and no invoice, or a draft invoice; which might help determine which invoices are ready to be issued.
Statements can now be generated for a company by date range.
When adding or editing an address on a company or job select "Enter Value" and a field will appear for a custom label.
We've added the following Virginia affidavits to ServeManager:
Select an affidavit per job from the list of templates, or set a default template under account settings.
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.