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.

Delete payment from invoice

Delete or change payments made on invoices.

Change due date for multiple jobs

Change the due date for multiple jobs at once from the jobs list.

Update job status for multiple jobs

Update the status of multiple jobs at once from the jobs list.

Print documents for multiple jobs

Save time and energy by batch printing documents from multiple jobs at once.