WinServe
How to edit auto statuses in Winserve Plus
Here is a video on how to edit the auto statuses in Winserve Plus : https://youtu.be/DJZzOSIRxbk
All you need to know about sending clients emails from WinServe
This video includes the basic auto emails for Order confirmation, job completion, and invoice completion as well as the contact email lists. https://youtu.be/kk0XKY3UwsY
Missing Diligence on Your Non-serve or Proof of Service
WinServe Plus' diligence entry system is designed to allow entry of both diligent attempts and comments about your diligent efforts. If you mark the comment checkbox, the information will not be included on the report or on the website. If you don't ...
If You Can't Invoice a Job Because the System Says Invalid or Attorney Not Found
As of version 890 and newer, we support a bill to attorney. If you don't properly set it, you can get the above error. To clear the error, please edit the work order and click the claim button: then set the correct bill to attorney: You should be ...
Monthly Retainer Invoices
To configure the monthly retainers in our system, please update the misc tab of the customer profile: Retainer: If you charge retainers for your customers enter the retainer amount for this account. Check the box next to the amount to have that ...
Missing Fees on Your Proof of Service
If you your fee for service is missing from your proof of service: Please remove the check mark from the affiliate proof of service. Marking that box blocks the fee for service from printing.
How to Import Jobs from Excel to WinServe
For those firms that receive orders from their clients in CSV files or excel files, we have a solution to quickly import those orders into our system. With a basic level of knowledge of microsoft Excel and your system, you can save hours of input ...
How to Load Signed Affidavits Using the QR Code Printed on Your Affidavit
Tristar software has a website loading tool that can load a document on the website based on a QR code printed on your affidavit. If the affidavit doesn't have a QR code: Contact Tristar Software and we can insert code in the form as needed. Next ...
Win Serve Plus Commissions Tutorial
The Winserveplus Commissions system is based on jobs invoiced. If a job isn't invoiced, the commission won't be included in a report. The system can either be setup to automatically calculate the commission or you can enter the commission by hand. ...
Unable to Convert Corrupted Image Message When Importing Diligence or Final Status
This is related to two separate messages that you may encounter in the software: On importing final: On importing diligence: These messages come up when the Exif data on the picture that is being imported is invalid. This info contains the GPS ...
My Proof of Service Isn't Filled in Right
The first screen of the proof of service is pretty large and involved, but once you fill it in properly, your affidavit or proof of service can be pretty simple. Please note the first selection (drop down list at the top), it is the manner of ...