New Features

  • February 18, 2014
  • New Features

Edit Court Cases on Jobs

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.

  • February 18, 2014
  • New Features

New Email Settings

We've added a handful of helpful email settings:

  • Email employees when they have a new job
  • Auto select email recipient(s) when creating notes and attempts
  • Add default messages to outgoing affidavits and invoices
  • Email clients when they have a new job (only if you share jobs with them)
  • Email process servers when they have a new job (only if you share jobs with them)
  • And now you can send emails to yourself as well
  • February 05, 2014
  • New Features

Archive(Close) Multiple Jobs

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.

servemanager archive multiple jobs

  • January 28, 2014
  • New Features

Rush Priority

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.

  • December 31, 2013
  • New Features

Save Multiple Service Instructions

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.

Service Instructions

  • December 30, 2013
  • New Features

Job Activity

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.

Job Activity

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.

  • December 30, 2013
  • New Features

Advanced Search Filters

Just below the Jobs search field is a link(Search Filters) that will open additional filters which work in combination with the text search.

Job Search Filters

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.

  • December 24, 2013
  • New Features

Statements by Date Range

Statements can now be generated for a company by date range.

ServeManager - Statements by date range

  • December 18, 2013
  • 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.

ServeManager - custom labels on addresses

  • November 07, 2013
  • New Features

Virginia Affidavits

We've added the following Virginia affidavits to ServeManager:

  • CC-1407 (Service Other Than by Virginia Sheriff)
  • DC-411 (Service Other Than by Virginia Sheriff)

servemanager virginia affidavits

Select an affidavit per job from the list of templates, or set a default template under account settings.

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Time-saving software for process servers.

ServeManager makes it quick and easy to manage serves from your desk or on the road.

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