Process server / Work the assignment
Stakeout alerts and completing field work
Assigned stakeout and PI work uses your existing company field account.
Open assigned work
Use Stakeout / PI Jobs. The count badge identifies jobs with unread updates. Read the plan, location, instructions and requested observations.
Look for: Open Assignment
Record actual activity
Check in when you arrive. The admin and client receive alerts, including an arrival email when delivery is configured. Capture and share photos and progress updates, then end the visit with an actual note.
Look for: Start Stakeout / I’m Here
Submit findings
Return to the assignment and submit your outcome, final findings and optional report PDF. Internal notes stay with the office. Your view shows Completed while the admin reviews; returned corrections put the assignment back in Active.
Look for: Submit Findings for Admin Review