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Aging Summary

An Aging Summary has been added to the Account Aging tab. The Aging Summary shows the total for all accounts for each aging category, as well as the total open balance for all accounts.

Mobile: Send Job Notifications

Pick and choose which job updates to email, and who they are sent to. Email notifications can be sent for Notes, Attempts and Affidavits.

Mobile: Create & Edit Affidavits

Now you can add, view and edit affidavits on the mobile site. Just select a job and expand the Affidavits section.

Mobile: Map the Address

While viewing the Addresses for a job, you can tap on each address to open a map of the location before you make the service attempt.

Mobile: Photo Upload

Now you can attach photos to jobs from a smartphone or tablet.

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.

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