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Account Settings

A Settings tab has been added under My Account.

Share Jobs

Invite clients, process servers and existing members to share jobs with your company.

Billing Statements

Under a company's Invoices tab, you can now generate statements for all issued invoices. Each invoice will appear as a line item, with an account summary at the bottom of the statement.

Invoice Fits Double Window Envelope

The invoices now fit and lineup within a standard #9 double window envelope. Both the return and mailing address will appear in these envelopes, so you don't have to print labels or write anything on the envelopes.

New Close Job Button

The Closed status is now independent from Job/Service Status.

Email Your Affidavit

Once you've saved an affidavit, the option to Email will appear.

Search Receivables

A search field has been added to the Receivables tab.

View Docs & Attachments on Mobile

Documents and attachments added to jobs are now available to be viewed and opened on your smartphone.

Delete Companies

You can now delete companies, though we suggest only deleting companies created in error.

New Job Employee Notification

Now when you create a new job, and set one of your employees as the process server, that employee will receive an email notification with a link to the job.

New Affidavit Templates

We've released a handful of new affidavit templates.

Job Details on Invoices

Job details have been added to invoices to provide you and your clients with more context regarding the serve.

Job Number Search Fixed

When using the job search field to search for a job number, there was a bug with the results being returned. The bug has since been fixed, and searching for a job number now works as expected.

Client Job Number

By popular request, we've added a Client Job Number field to jobs!

Delete & Restore Employees

You can now delete and restore employees if necessary.


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