Invite clients, process servers and existing members to share jobs with your company.
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.
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.
The Closed status is now independent from Job/Service Status.
Once you've saved an affidavit, the option to Email will appear.
A search field has been added to the Receivables tab.
Documents and attachments added to jobs are now available to be viewed and opened on your smartphone.
You can now delete companies, though we suggest only deleting companies created in error.
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.
We've released a handful of new affidavit templates.
Job details have been added to invoices to provide you and your clients with more context regarding the serve.
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.
By popular request, we've added a Client Job Number field to jobs!
You can now delete and restore employees if necessary.
We've introduced four levels of employee permissions.
Discover why thousands of process servers choose ServeManager to grow their business.
Try for Free
