Jordan O'Brian

Posts by Jordan O'Brian

Collaboration Visibility

Modify visibility options for job updates.

Update a court case or court location

Make modifications to court cases and court locations to update multiple jobs at once.

Create an Affidavit

Steps on how to create an Affidavit in a Job.

Invoice Products

How to add invoice products for billing.

Create a route

Follow these steps to create a route with detailed turn-by-turn directions for multiple service addresses.

Upload Company Attachments

How to upload attachments into a company entry.

Contractors can’t upload Miscellaneous Attachments

Guide for contractors/employee servers on adding misc. attachments to jobs.