Administrator / Other job types
Manage stakeout and PI field assignments
Create a separate field assignment or link it to an existing service job.
Create the request
Open Stakeout / PI Jobs → New Stakeout / PI Request, or use Request Stakeout / PI Work on a service job. Enter the client, purpose, location, descriptions and any planned window or hours. The service job retains its own status and proof.
Look for: New Stakeout / PI Request
Review and assign
Review the plan and use Assign Investigator / Field Worker. Choose an existing company admin or process-server account. The plan can be corrected until field work starts.
Look for: Assign Investigator / Field Worker
Follow alerts and field work
The menu badge counts jobs with unread updates. Open the assignment to read its alerts and mark them read. When a visit starts, active administrator and linked client accounts receive an arrival email from Pizzazz Serve, if email delivery is configured. Check Stakeout start emails for delivery status.
Look for: Field Visits & Photos
Review and release findings
After the worker ends the visit and submits findings, review the report. Approve & Release to Client or return it with correction notes. The client can accept the report; an admin may complete it with a recorded reason.
Look for: Approve & Release to Client
Field time is a record of visit timestamps, not automatic billing. Location is recorded at check-ins and updates, not continuously.