Create a Process Work Order: Addresses & Servers

Create a Process Work Order: Addresses & Servers

Summary: Add home/business addresses, assign servers per address, and use mapping/history tools.

Quick answer

Enter each address; assign a server per address if needed; use mapping and address history to improve accuracy.

What you need

  • WinServe+ access
  • Appropriate role/permissions (as required)

Steps

  1. On **Address**, add **Home** or **Business** addresses. (Home greys out name/agent fields; Business includes **Agent for Service**).
    media/process-order-addresses-01.png

    [Insert screenshot for Step 1]

  2. Assign a **Server** per address if different servers will attempt different locations.
    media/process-order-addresses-02.png

    [Insert screenshot for Step 2]

  3. Use **Map** buttons to open a Google map of the address; print and attach if desired.
    media/process-order-addresses-03.png

    [Insert screenshot for Step 3]

  4. Use **Address Search** with wildcards to find prior addresses, phones, or servee names across all jobs.
    media/process-order-addresses-04.png

    [Insert screenshot for Step 4]

Confirm it worked

Addresses list shows all locations and assigned servers; mapping opens the expected route.

Troubleshooting

If serving multiple parties/locations, use **Copy Work Order** to clone the case and update specifics.

  • X

    • Related Articles

    • Create a Process Work Order: General & Parties

      Summary: Enter customer, matter, priority, and party details before addresses and documents. Quick answer Select customer/attorneys quickly by code or use **Update** with wildcards; set priority and bill‑to as needed. What you need WinServe+ access ...

    • Create a Process Work Order: Documents

      Summary: Add the documents you are serving using lists or free text. Quick answer Double‑click documents to select from a maintained list, or type a short list. Use codes if you enabled document abbreviations. What you need WinServe+ access ...

    • Create a Court Work Order

      Summary: Enter court, hearing date/time, documents, and fee advances for filings/deliveries. Quick answer Use the Court tab to set venue, date/time, department/room, and attach filing documents; prebill fee advances as required. What you need ...

    • Create a Messenger Work Order

      Summary: Set up pickup/delivery legs (pairs) with optional multiple drivers and prebill items. Quick answer Add one or more pickup/delivery pairs; assign a driver per leg; add prebill items for extras. What you need WinServe+ access Appropriate ...

    • Quick Order Entry (Process, Court, Messenger)

      Summary: Create fast orders for process, court, or messenger; optionally dispatch on close. Quick answer Use Quick Order to capture essentials by job type; enable the **Dispatch** checkbox to send the job to a server when you close. What you need ...