If you need to discuss details about a specific serve job, the best place to start is the In-Job Chat in the Proof mobile app. This feature connects you directly with both the client and the assigned Proof Specialist for that job.
đŹ When to Use In-Job Chat
Use In-Job Chat for logistical information related to the serve, such as:
Clarifying service instructions
Coordinating access to a location
Confirming timelines or scheduling
đ§ What the Proof Specialist Handles
Your assigned Proof Specialist will manage:
Skip tracing or locating additional addresses
Communicating with the client about payment or charges
Approving any new address attempts before you proceed
đŤ Never contact the client directly to request payment. All payments are processed through the Proof platform.
đ˛ How to Access In-Job Chat
Open the Proof mobile app
Select the job you want to discuss
Tap the âChatâ tab on the right-hand side of the screen
We understand that, as a Process Server, youâre often on the road serving multiple papers throughout the day. If you see a job chat message needing acknowledgment, but canât respond right away, you can use a Chat Reaction to let the assigned Proof Specialist and client know that youâve seen and acknowledged the message.
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For more information on Chat Reactions and how to use them, please click the link below to view the full Help Article:
đ§ If Itâs Not Suitable for In-Job Chat
If your question isnât appropriate for In-Job Chat â for example, if itâs sensitive or requires direct coordination with the Specialist â you can email the Specialist directly. Their contact details can be found in-app from the job overview.