Pizzazz Serve
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YOUR LEARNING PATH

Administrator
Step by step.

Set up your company, connect your people, and manage a job through final approval.

Start the first lesson →24 topics, each on its own page.

Working on a field assignment? Open the complete Stakeout / PI guide →

Set up your company

  1. Create your administrator account
  2. Set company details and branding
  3. Configure attempt requirements

Connect your people

  1. Create a server under your company
  2. Invite an independently registered person
  3. Create and link client access
  4. Work as both admin and server

Create and prepare a job

  1. Create a job with Pizzazz AI
  2. Enter or update a job manually
  3. Use the AI job assistant
  4. Review proof templates before dispatch
  5. Handle an individual proof setup
  6. Assign and dispatch the job

Manage office work

  1. Prepare packets and find barcodes
  2. Manage invoices and reports
  3. Review compliance, corrections and backups

Review and finish

  1. Review the server's signed proof
  2. Finish client review or close as admin

Manage server pay

  1. Set server rates and track payments

Manage follow-up work

  1. Create a linked reattempt

Review proofs

  1. Manage notarized proof returns

Keep clients informed

  1. Email updates, photos and approved proofs
  2. Review sent emails and saved drafts

Other job types

  1. Manage stakeout and PI field assignments
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