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Filter Jobs by Status

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.

Mobile Site Job List Option for Owners and Admins

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.

Fee Option on National Affidavit

There is an added option on the national affidavit to include a service fee. It is located above the signature block.

Setting: Limited Users Can Email Clients

Now you can allow limited users to email clients and share notes, attempts and affidavits by enabling the setting per user.

Hotkeys

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.

Subscribers Can Edit Shared Jobs

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.

Billing Statements by Court Case

Now you can generate billing statements for outstanding invoices based on which court case they are associated with.

New Date & Time Fields

We've replaced the calendar style date-picker with fields that are more data entry friendly. We added some handy shortcuts too.

Data Entry Tips and Tricks

Tips and tricks for entering data quickly, including keyboard shortcuts and new hotkeys that are exclusive to ServeManager.

Invite a Contract Process Server

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.

Collaborate with Clients and Contractors

Learn about the benefits of inviting your clients and contractors to a free account, and how to collaborate with them in ServeManager.

Share Misc Attachments

There's a new setting which allows you to share Misc Attachments with clients and servers that you collaborate with.

Save a Default Court Location

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.

Client Info on Fieldsheet

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.

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.


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