Clients
A status they can check.
Clients check each reference’s status in their own protected workspace instead of calling for an update.
Process service agencies
From the papers in hand to the report on file.
One record for every serve: who requested it, who was offered it, every attempt in the field, and the report you released.
How a serve moves
Five steps, one work order.
Receive the request
Clients submit single requests or bulk batches. Each reference in a batch is tracked on its own, so one stuck item never holds up the rest.
Convert and price
Operations turns the request into a work order with the jurisdiction, dispatch rules, and fees attached.
Dispatch to eligible servers
Offer the work in ranked waves to servers who meet your requirements. It cascades when an offer lapses, and you can reassign with a reason when plans change.
Log every attempt
Servers record each attempt against the work order from their own workspace, with no access to anyone else’s work.
Review and release
Revise the report until it is right, then sign and release it for client review. Every version stays in the history.
What changes for your team
Fewer calls asking “where is it?”
Operations
A queue that explains itself.
Every work order shows where it stands and what the person looking at it can do next.
Providers
Only their own work.
Servers see the offers sent to them and the work they claimed — nothing from other providers or other clients.
Private preview
Bring a sample batch.
We’ll show you how your serves would move through Field Confirm, using sample records shaped like your own work.