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.
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.
Now you can generate billing statements for outstanding invoices based on which court case they are associated with.
We've replaced the calendar style date-picker with fields that are more data entry friendly. We added some handy shortcuts too.
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.
Tips and tricks for entering data quickly, including keyboard shortcuts and new hotkeys that are exclusive to ServeManager.
Learn about the benefits of inviting your clients and contractors to a free account, and how to collaborate with them in 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.
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.
There's a new setting which allows you to share Misc Attachments with clients and servers that you collaborate with.
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.
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.
We've added a handful of email settings to help you customize your workflow and speed-up repetitive tasks.
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