Part I

1) Routine Service Procedure

A) Routine: Documents Received

Receive the documents for service.
Get a page count of the documents, along with the number of recipients, and number of addresses for service.
Send a payment portal to the client.
Reply to the client's original email with the canned email 'Payment Portal Sent.'
Move the email from the 'Inbox' to the 'Outstanding' folder until the portal is paid.

B) Routine: Client Paid Invoice

When client paid invoice, record the details on the daily statement.
Move the job that was paid from the outstanding folder to the paid folder.
Move the Square paid invoice email from the inbox to the Client Paid Square folder.
Enter the job in SM (see data entry procedure below).
After the job is entered, forward the client's original email as a confirmation email with the following format in the subject line 1) Service type (i.e. routine service, 2) City and state where service is being effected, 3) Job #, 4) Date paid
Check that the documents for service are attached to the client's confirmation email, which should automatically be included when you forward the original email with the new standardized subject line from step 6.
Use the 'paid confirmation' canned email as the body of the email.
Double check everything is perfect on the confirmation email and send it to the client.
Email the job to the contractor/process server (see the procedure for emailing a job to the contractor/process server below. If you have to call multiple process servers for an estimate, do it in this step).
Archive the email pertaining to the respective job(s).

C) Routine: Service Attempts & Affidavit

Enter the service attempts in SM when or as the attempt information is obtained.
After all of the service attempts are completed draft a preliminary affidavit in SM.
Send the drafted affidavit to the process server for their signature and wait for the process server to send the signed affidavit back to HPS.
Upload the signed affidavit to the respective job in SM.
Share the signed affidavit with Jon Robb which will go to the corporate email
Start a composing forwarded email from the shared affidavit in the inbox to the client.
Delete all unnecessary information from the shared SM affidavit email which will be forwarded to the client.
Send the forwarded email containing the affidavit of service to the client.
Archive the email sent from SM which shared the affidavit to the corporate email.
If the client drafts their own affidavit before or after receiving the preliminary affidavit, simply repeat steps 17 through 23 of this procedure to conclude the job.

2) RUSH Service Procedure

A) RUSH: Documents Received

Receive the documents for service.
Get a page count of the documents, along with the number of recipients, and number of addresses for service.
Check with the process server on their availability, and whether or not the process server's availability aligns with the client's timeline. If the process server cannot serve the papers on the client's timeline, ask what the earliest possible date a first attempt and ultimately, the earliest the job can be completed. (It is possible this step would be completed before the documents are received if the client only requests a quote before emailing HPS the docs).
Note the timeline of the process server. Call up to three process servers to assess their timeline ONLY IF the first and/or second process server's timeline is slower than the client's timeline and/or IF the price is above $100.
Send a payment portal to the client. (If the process server's timeline is aligned with the client's timeline just use the canned payment portal email. If the process server's estimated timeline is slightly slower that the client's timeline, alert the client of this firstly in the body of the 'payment portal sent' email).
Reply to the client's original email with the canned email 'Payment Portal Sent.'
Move the email from the 'Inbox' to the 'Outstanding' folder until the portal is paid.

B) RUSH: Client Paid Invoice

When client paid invoice, record the details on the daily statement.
Move the job that was paid from the outstanding folder to the paid folder.
Move the Square paid invoice email from the inbox to the Client Paid Square folder.
Enter the job in SM (see data entry procedure below).
After the job is entered, forward the client's original email as a confirmation email with the following format in the subject line 1) Service type (i.e. routine service, 2) City and state where service is being effected, 3) Job #, 4) Date paid
Check that the documents for service are attached to the client's confirmation email, which should automatically be included when you forward the original email with the new standardized subject line from step 6.
Use the 'paid confirmation' canned email as the body of the email.
Double check everything is perfect on the confirmation email and send it to the client.
Email the job to the contractor/process server (see the procedure for emailing a job to the contractor/process server below).
Archive the email pertaining to the respective job(s).

C) RUSH: Service Attempts & Affidavit

Enter the service attempts in SM when or as the attempt information is obtained.
After all of the service attempts are completed draft a preliminary affidavit in SM.
Send the drafted affidavit to the process server for their signature and wait for the process server to send the signed affidavit back to HPS.
Upload the signed affidavit to the respective job in SM.
Share the signed affidavit with Jon Robb which will go to the corporate email
Start a composing forwarded email from the shared affidavit in the inbox to the client.
Delete all unnecessary information from the shared SM affidavit email which will be forwarded to the client.
Send the forwarded email containing the affidavit of service to the client.
Archive the email sent from SM which shared the affidavit to the corporate email.
If the client drafts their own affidavit before or after receiving the preliminary affidavit, simply repeat steps 17 through 23 of this procedure to conclude the job.

3) Reservation Service Procedure

A) Reservation: Documents Received

Receive the documents for service.
Get a page count of the documents, along with the number of recipients, and number of addresses for service.
Check with the process server(s) on their availability, and whether or not the process server can be 100% punctual for the reservation service. (It is possible this step would be completed before the documents are received if the client only requests a quote before emailing HPS the docs).
Note the availability of the process server. Call up to three process servers to assess their availability ONLY IF the first and/or second process server's availability does NOT align with the client and/or IF the price is above $100.
Make sure the client knows a reservation service only includes one attempt with the process server staying at the location for service no more than 20 minutes. If the canned email for reservation service was sent to the client prior to this step, the client was already informed of this. If the client was not yet informed of this before the documents were received, inform the client in the next step when the p
Send a payment portal to the client if there is an available process server. If there is NOT an available process server at the specific reservation time, explore other times with the client until you can send the payment portal.
Reply to the client's original email with the canned email 'Payment Portal Sent.'
Move the email from the 'Inbox' to the 'Outstanding' folder until the portal is paid.

B) RUSH: Client Paid Invoice

When client, record the details on the daily statement.
Move the job that was paid from the outstanding folder to the paid folder.
Move the Square paid invoice email from the inbox to the Client Paid Square folder.
Enter the job in SM (see data entry procedure below).
After the job is entered, forward the client's original email as a confirmation email with the following format in the subject line 1) Service type (i.e. routine service, 2) City and state where service is being effected, 3) Job #, 4) Date paid
Check that the documents for service are attached to the client's confirmation email, which should automatically be included when you forward the original email with the new standardized subject line from step 6.
Use the 'paid confirmation' canned email as the body of the email.
Double check everything is perfect on the confirmation email and send it to the client.
Email the job to the contractor/process server (see the procedure for emailing a job to the contractor/process server below).
Archive the email pertaining to the respective job(s).
Enter the service attempts in SM when or as the attempt information is obtained.

C) RUSH: Service Attempts & Affidavit

After the one service attempt is completed draft a preliminary affidavit in SM.
Send the drafted affidavit to the process server for their signature and wait for the process server to send the signed affidavit back to HPS.
Upload the signed affidavit to the respective job in SM.
Share the signed affidavit with Jon Robb which will go to the corporate email
Start a composing forwarded email from the shared affidavit in the inbox to the client.
Delete all unnecessary information from the shared SM affidavit email which will be forwarded to the client.
Send the forwarded email containing the affidavit of service to the client.
Archive the email sent from SM which shared the affidavit to the corporate email.
If the client drafts their own affidavit before or after receiving the preliminary affidavit, simply repeat steps 17 through 23 of this procedure to conclude the job.

4) Skip Tracing Procedure

Receive an email about skip tracing from the client.
Send the canned 'skip trace price quote' to the client. Pro Se clients only get the first paragraph of the canned skip trace price quote.
If a response is needed from the client, archive the email and continue correspondence when applicable. When a response is not needed and we can proceed, run the skip trace.
Keep the client's email thread in the Inbox when it is time to proceed with the skip trace.
If we find a new address, proceed to step 6. If we do not find a new address, kindly inform the client that it is a dead end, and archive the client's email.
Create a new email. Copy and paste the address and phone history of the skip to the new email and make the email subject line the name of the target individual.
Save the new email to the drafts.
Send the payment portal.
Reply to the client's email by copy pasting the next step.
We found a newer address. I just sent you a payment portal which accepts all major cards. We will send the address history upon receiving payment during normal business hours.
Move the client's email to the Outstanding folder.
When client paid invoice, record the payment on the daily statement. (DO NOT enter a skip trace job in SM because there is NO process server getting paid for a skip trace).
Go to the drafts and send the respective draft to the client.
Archive the client's email in the outstanding folder.

5) Surveillance Procedure

Receive an email requesting surveillance from the client.
Send the canned 'surveillance quote' to the client. (HPS can only do surveillance for attorneys and private investigators).
Determine the 4-hour window and address in which the client wants to conduct surveillance.
Find an available process server via telephone. If a process server is unavailable during the client's time frame, check for the same time frame on the following day(s).
Determine the process server's pay rate (ideally this is known prior to checking availability). Check with the office head before sending the payment portal.
Send the payment portal.
Move the client's surveillance email inquiry to the Outstanding folder.
When client paid invoice, record the payment on the daily statement.
Move the clients email from the Outstanding folder to the Inbox.
Delete the Square email which confirmed that payment was made.
Enter the job in SM.
Send the client a confirmation email indicating that the payment was received. Use subject line format: 1) Service type (i.e. routine service, 2) City and state where service is being effected, 3) Job #, 4) Date paid
Email the surveillance job to the process server. Use the client's instructions and make sure the process server has all the information they need in the email. At minimum the process server needs to take one photo every 30 minutes if nothing is happening.
At the conclusion of the job, consult the office head, and provide the client with all the information they require in the form of an affidavit.

8) Domesticating a Subpoena

Person in orange shirt signing a document on a wooden table.

Follow these steps to domesticate a subpoena

HPS only does domesticated subpoenas for attorneys. After you have received the documents from an attorney proceed to step 2.
Make sure client has been sent the CLIENT canned email for domesticated subpoenas.
Obtain the foreign subpoena and payment from the client.
Determine whether we are ONLY domesticating the subpoena, or if we are also serving the subpoena as well.
Obtain the payment.
Send the PROCESS SERVER canned email for domesticated subpoenas and have the process server take the foreign subpoena to the county clerk's office in the county where the foreign subpoena is being served.
If the process server has trouble, have a three-way call with the process server and the client if necessary.
The process server scans and emails the domesticated subpoena(s) back to HPS in a PDF.
HPS scans and emails the domesticated subpoena(s) to the client for approval.
After the client has approved the domesticated subpoena, the process server is authorized to serve the subpoena.

9) Creating a New Job in SM

Procedure for entering data into SM for a new job

Go to the jobs page in SM
Click on the green 'New Job' button in the top right corner.
Enter all of the document titles i.e. summons, subpoena, etc. DO NOT enter the date and time the documents were received. DO NOT list the recipient in this section.DO NOT upload documents in the document titles section.
Upload all the documents for service under Misc Uploads by clicking on the button that says, 'Select Files.' Repeat the upload process until all the documents for service are uploaded. Misc Uploads is the only place we upload the documents for service.
Scroll down to where it says Client Company.
Enter the name of the client's company in the Company field. Sometimes the client company name will need to be derived from their email suffix when it is not in the body of the email. If you are not sure of the law office name, look at their email to see if the web domain is in the email address, and check their website for the law office name. If the client is pro se, put their full name in the Company field. If there is not company name, put the contact person's name in the Company field.
Enter the First Name of the contact person at the client's company.
Enter the Last Name of the contact person at the client's company.
Enter the Email of the contact person at the client's company. It is best to copy paste this information to ensure accuracy. The client's Email must be entered and can NEVER be omitted.
Enter the Phone number of the client contact person at the client's company. DO NOT enter the recipient's phone number in this field.
OMIT the next following data entry fields: Client Job No., Attorney Name, Attorney Email, State Bar No., Firm Name, Firm Phone No., Firm Address, Firm City/State/Zip.
Scroll down to Court Case
Enter the Case No. or the case being served. The case number is sometimes called the docket number, index number, or cause number. DO NOT put more than one case number per job. (You cannot duplicate jobs with different case numbers). If the papers being served to don't have a case number, simply omit the case number.
Enter the Plaintiff(s). The plaintiff(s) are sometimes referred to as the petitioner(s). If there are no plaintiff(s)/petitioners, omit this field.
Enter the Defendant(s). The defendant(s) are sometimes referred to as the respondent(s). If there are no defendant(s)/respondent(s), omit this field.
OMIT the Date Filed and Court Date.
Scroll down to Court Location and enter all the information regarding the court location that is available on the court documents. Sometimes the county and state are the only pieces of information available on court documents regarding the court location. Omit any court location information which are omitted on the court documents. If the legal documents are not from a court i.e. cease and desist letters, this whole section will be omitted, ONLY ONE court max per job.
Scroll down to Recipients.
Click on the appropriate circle indicating whether this is an Individual or an Organization.
Enter the name of the individual or organization in the Party to Serve field. Only put one recipient per job, unless there is a registered agent to add in conjunction with an entity. A registered agent and an organization may be entered all as one in the Party to Serve field.
OMIT all of the other details in the Recipients section i.e. Email address, phone number age etc.
Scroll down to Service Addresses. Leave the 'location' field blank in this section and enter all of the information we have regarding the recipient's address. Remember to include the apartment number when applicable. A job will have no more than ONE ADDRESS. Do NOT put more than one address per job. DO NOT put entity titles or the recipient's name in this section. If the address is incorrect in the client email, enter the correct address. If the address on the court documents is different than the client's email and/or field sheet, go by the address in the client email and/or field sheet. The Service Addresses is a vital piece of information that must be included.
Scroll down to Process Server and determine if the process server is an Employee or Contractor. Click on the appropriate designation. Enter the necessary information.
Scroll down to the Rate for Job field. Enter the amount we are paying the Employee or Contractor for the job. Put the county and state where service is being effectuated in the field that says, 'Payable Label,'
Scroll down to Service Instructions and Status.
OMIT 'Attempt Due.'
Enter the Due Date. If this is a new contractor, the routine service Due Date is 3 days out. If this is not a new contractor, the routine service Due Date is 10 days out. For RUSH services the Due Date should be 48 hours out or LESS depending on the client's timeline. Check the rush priority box if this is a rush service.
OMIT everything else in the Service Instructions and Status section unless there are special Instructions from the client. Any Instructions form the client may be entered in the Instructions field.
Click on the green Save button.

10) Emailing job to a contractor

WE MUST KNOW HOW MUCH WE ARE PAYING THE CONTRACTOR BEFORE THE JOB IS EMAILED.

Determine who the contractor is based upon the location where the documents are being served.
Start an email to the contractor. Forward the email in which the documents came. (DO NOT add the contractor's email address until step 11)
Copy and paste any relevant client instructions, then erase/delete the client email portion below. (The contractor does not see the client information).
Check that all of the documents for service are attached.
Make the subject of the email the RECIPIENT'S NAME - RECIPIENT ADDRESS. If there are multiple addresses, make the subject of the email (#) JOBS - (#) ADDRESSES.
Copy the subject of the email, and paste it as the start of the body of the email so the first line of the email is the same as the subject of the email.
Indicate whether the job may be sub-served or it has to be personally served.
Copy and paste the routine service OR rush service instructions see canned contractor emails
Determine if the affidavit needs to be notarized or not.
Double check that the client's information has been washed from the email.
ADD THE CONTRACTORS EMAIL AT THE TOP AS A RECIPIENT LAST. HIT SEND. DO NOT ADD THE CONTRACTOR EMAIL ADDRESS BEFORE ANY OTHER STEP IS COMPLETE. Text the contractor to give them a heads up!

11) Printing a Job

Please use the following guidelines when printing

Only use binder clips to keep the papers together. DO NOT use staples or paper clips.
If the service packet is too big for binder clips, use rubber bands.
The summons should be the top document if it is in the packet.
If the recipient and address are on the top document of the service packet, highlight him/her/it.
When there are multiple services at the same address, ONLY highlight the single respective recipient on the respective service. DO NOT highlight multiple recipients on the same page when there are multiple services at the same address.
If the recipient and address are NOT on the top document, put the recipient on a post it, and put the post it on the top document of the packet.
Yellow post its are for routine jobs, and pink post its are for RUSH jobs.
Do not ever put the court's proof of service/affidavit to be filled out on top of the service packet, unless it is on the summons page.
Determine if the address is a commercial address or residential address and indicate which one on the post it. COMM=commercial, RES=residential.
OMIT any instructions regarding the affidavit when filling out the post it.
If the packet is personal service only, use the code PERS.
REC=recipient. Use abbreviation when writing recipient information on the post it (when writing the recipient's phone number on the post it for example).
If the documents are being served upon an entity, whether at a commercial or residential address, write the entity name on the post it.
If there is no Sunday service, use the code NSS.

12) Uploading an affidavit to SM

Step by step

Check the affidavit and make sure that Hoosier Process Service is the only process serving company on the affidavit, or there are no process serving companies listed on the affidavit.
Download or scan the affidavit whch needs to be uploaded.
Open the respective job in SM.
Click "Upload Files" (button)
Click "Misc Uploads" (circle)
Click " Select Files" (button)
Tap the file you want, change the file name to AFFIDAVIT, recipient name.
Click "Open"
Click the "Upload is an affidavit" box.
Click the "Affidavit is signed" box.
Wait for the upload to complete.
Click "Save" (green button)
Click "Share" line next to the newly uploaded affidavit area.
Check the Jon Robb box and make sure the client is not being emailed. If the client's box is checked, uncheck it.
Click "Submit" (green button) ***WFH stop here
Go to the inbox for the manager@hoosier... email.
Find the affidavit you just shared and click forward.
Change the subject of the email to say 1) affidavit of service or non-service, 2) the job number
Wash off your personal email from the SM email in which you are currently forwarding.
If it was personally served, ask them to review us on google. In the body of the email
Send the email to the client. Archive the email which you just forwarded.
Archive the email that the contractor sent to share the affidavit.
Archive the job in SM

13) On hold and reinstatement

Placing a job on-hold procedure

If the client requested the job be placed on hold and it is greater than 10 days old, send the client the canned on-hold client email.
Send the contractor the canned on hold contractor email.
Record the job on the yellow 'ON-HOLD DOCKET' sheet.
If attempt(s) have been made, update server pay and change the city/state to read "ON HOLD" (in all caps). Keep the amount owed there for now.
If zero attempts have been made, DELETE server pay
Make a job note in SM that explains who, why, and when the job was placed on hold.
Archive the job in SM.

Reinstating and duplicating a job that was on hold

Locate the job in SM
DELETE server pay. (If zero attempts were made, server pay should already be deleted).
Make a job note in the archived on-hold job regarding who, why, and when the job was reinstated.
Duplicate the job.
If attempt(s) were made regarding the on-hold job, enter the attempts on the duplicated/reinstated job.
Make a job note in the active reinstated job indicating that the job was reinstated from a former job and record the former job number in job notes.
Draw a single line through the job on the yellow ON HOLD DOCKET sheet.

14) Entering Attempts (7 types)

The following are the seven service types we use in Serve Manager

I. Unsuccessful Attempt

Click 'New Attempt'
Make sure the time and date correspond to the time and date the service was unsuccessfully attempted.
Make sure the address corresponds the address the service was unsuccessfully attempted.
Go to the 'Service 'Type' and select 'Unsuccessful Attempt.'
Indicate what occurred during the unsuccessful attempt in 'Desc. of Service' box.
Proof read the description.
Click 'Save Attempt'

II. Corporation

Click 'New Attempt'
Make sure the time and date correspond to the time and date the documents were served.
Make sure the address corresponds to the address that the documents were served.
Go to the 'Service Type' and select 'Corporation'
Go to the 'Recipient' box, and delete the company name, along with any other information in the 'Recipient' box.
Enter the name of the person who was served the documents in the 'Recipient' box.
Go to 'Relationship' > Enter Value, type in the person's job title.
If the person's job title seems like a lesser position than a manager, enter the relationship as 'Authorized Agent.'
Enter any additional information about the attempt in the 'Description of Service Attempt' box if necessary.
Click 'Save Attempt'
Click 'New Affidavit' and sign the affidavit.

III. Posted

Click 'New Attempt'
Make sure the address corresponds to the address the documents were Posted.
Make sure the time and date correspond to the time and date the documents were posted to the front door.
Go to 'Service Type' and select 'Posted'
Go to the 'Recipient' box and delete the intended recipient's name.
Enter POSTED in the 'Recipient' box.
Click 'Save Attempt'
Click 'New Affidavit'
Before signing the affidavit, go to the final attempt, delete 'Successful Attempt' and replace it with 'POSTED.'
Sign the affidavit.

IV. Personal/Individual

Click 'New Attempt'
Make sure the address corresponds to the address the documents were personally served.
Make sure the time and date correspond to the time and date the documents were personally served.
Go to 'Service Type' and select 'Personal/Individual.'
Click 'Save Attempt'
Click 'New Affidavit' and sign the affidavit.

V. Substitute Service - Abode

Click 'New Attempt'
Make sure the address corresponds to the address the documents were personally served.
Make sure the time and date correspond to the time and date the documents were personally served.
Go to 'Service Type' and select 'Substitute Service - Abode'
Go to the 'Recipient' box and delete the intended recipient's name.
Enter the name of the person who was served.
Go to the 'Relationship' drop down box, and select the appropriate relationship to the intended recipient.
If the relationship is not one of the choices in the 'Relationship' box, got to 'Enter Value' and type in the respective relationship.
Click 'Save Attempt'
Click 'New Affidavit' and sign the affidavit.

VI. Non-Service

Click 'New Attempt'
Make sure the address corresponds to the address of the non-service.
Make sure the time and date correspond to the non-service attempt.
Go to 'Service Type' and select 'Non-Service'
Go to 'Description of Service Attempt' and enter the reason for the non-service attempt.
Click 'Save Attempt'
Click 'New Affidavit' and sign the affidavit.

VII. Government Agency

Click 'New Attempt'
Make sure the time and date correspond to the time and date the documents were served.
Make sure the address corresponds to the address that the documents were served.
Go to the 'Service Type' and select 'Government Agency'
Go to the 'Recipient' box, and delete the company name, along with any other information in the 'Recipient' box.
Enter the name of the person who was served the documents in the 'Recipient' box.
Go to 'Relationship' > Enter Value, type in the person's job title.
If the person's job title seems like a lesser position than a manager, enter the relationship as 'Authorized Agent.'
Enter any additional information about the attempt in the 'Description of Service Attempt' box if necessary.
Click 'Save Attempt'
Click 'New Affidavit' and sign the affidavit.

16) Process Server Candidates

Procedure for screening process server candidates

Receive initial email from a process server candidate. (Put in resumes folder if currently busy)
Determine the state and county in which they reside.
SEND the canned email "contractor candidates pay," archive the email, and wait for a response.
Make sure we have their full name, phone number, and address before proceeding.
After they respond to the canned email, and we have all of their info, print out the most recent email and write (or highlight) the full name, phone number, pay rate, and address on print out. Write MAKE UNVETTED MAP on the printout.
Give the print-out to HR

17) Daily Audit Procedure

Procedure for the green sheet daily audit

I. # of jobs created today

Go to the Jobs page.
Click on the All circle located near in the top left corner of the screen.
Go to the Date Range box and select Created in the drop down.
Click in the From field and select today's date (be careful to select this month because the previous month often pops up).
Click in the To field and select today's date (be careful to select this month because the previous month often pops up). You may have to wait a few seconds for the screen to update the jobs created From today, To today.
When the screen has updated to reflect # of jobs created today, check the daily statement to make sure the exact number of jobs created today in SM corresponds to the number of jobs created today on the daily statement.
If the # of jobs created today in serve manager is the same as the number of #jobs created on the daily statement write in the #of jobs created on the daily AUDIT and proceed to the next box on the daily audit. If there is a discrepancy between the number of jobs created today in SM and the number of jobs on the daily statement, find out why and correct the mistake before moving to the next box on the daily audit.

II. #of jobs paid today

Go to the Server Pay page.
Go to the Payables box located near the top left corner of the screen Click on the Paid circle.
Go to the Date Range box and select Paid in Full in the drop down.
Click in the From field and select today's date (be careful to select this month because the previous month often pops up).
Click in the To field and select today's date (be careful to select this month because the previous month often pops up). You may have to wait a few seconds for the screen to update the jobs created From today, To today.
When the screen has updated to reflect # of jobs paid today, check the daily statement to make sure the exact number of jobs created today in SM corresponds to the # of jobs paid today on the daily statement.
If the # of jobs paid today in serve manager is the same as the number of jobs paid on the daily statement write the #of jobs paid on the Daily AUDIT and proceed to the next box on the daily audit. If there is a discrepancy between the number of #jobs paid today in SM and the #of jobs paid on the daily statement, find out why and correct the mistake before moving to the next box on the Daily Audit.

III. (# created) minus (#paid)

This step is self-explanatory.

IV. Total # owed at 5pm/days end

(Click refresh if you are still on the Server Pay page from the last step). Go to the Server Pay page if you are not already there.
Click on the Owed circle located near the top left part of the screen. (This may take a few seconds for the screen to update).
Note the number of JOBS that are currently owed and write the number of jobs currently owed in the respective box on the Daily AUDIT.

V. $ created today

(Click refresh if you are still on the Server Pay page from the last step). Go to the Server Pay page if you are not already there.
Click on the All circle located in the Payables box in the top left of the screen.
Go to the Date Range box and select Created in the drop down.
Click in the From field and select today's date (be careful to select this month because the previous month often pops up).
Click in the To field and select today's date (be careful to select this month because the previous month often pops up). You may have to wait a few seconds for the screen to update the jobs created From today, To today.
The $ created today is the total near the bottom in the Amount column. Write it in the respective box on the Daily AUDIT.
Leave this page open for the next box.

VI. $ paid today

(Click refresh if you are still on the Server Pay page from the last step). Go to the Server Pay page if you are not already there.
Go to the Payables box located near the top left corner of the screen Click on the Paid circle.
Go to the Date Range box and select Paid in Full in the drop down.
Click in the From field and select today's date (be careful to select this month because the previous month often pops up).
Click in the To field and select today's date (be careful to select this month because the previous month often pops up). You may have to wait a few seconds for the screen to update the jobs created From today, To today.
The $ paid today is the dollar amount located near the bottom of the screen in the Paid column.
Write the Amount of $ paid today in the respective box on the Daily AUDIT.

VII. ($ created) minus ($ paid)

This part is self-explanatory.

VIII. Total $ owed at 5pm today

(Click refresh if you are still on the Server Pay page from the last step). Go to the Server Pay page if you are not already there.
The Server Pay page should default to the appropriate information and the total in the Amount column is the Total $ owed at 5pm today. Write in the amount in the respective box on the daily audit.
If there are any other discrepancies or changes made on a process server(s) pay, note the changes on the back of the Daily AUDIT.

18) WFH Prepping a Job email

Work from Home Prepping a Job Email

Receive an email thread with documents attached.
start a forwarded the email in which the documents came. (DO NOT add the email address until step 11)
Copy and paste any relevant client instructions, then erase/delete the client email portion below. (The contractor does not see the client information).
Check that all of the documents for service are attached.
Make the subject of the email "Prepped -RECIPIENT'S NAME - RECIPIENT ADDRESS." Example: Prepped - Bill Smith- 123 Main St, New York NY. If there are multiple addresses, make the subject of the email (#) JOBS - (#) ADDRESSES.
Copy the subject line of the email, and paste it as the start of the body of the email so the first line of the email is the same as the subject of the email.
If the client has specified whether the documents can be sub-served or posted, put that in the email.
Copy and paste the routine service OR rush service instructions see canned contractor emails
Double check that the client's information has been washed from the email.
Send the email to Manager@hoosierprocessservice.com

Hoosier Process Service, LLC

All Orders of Operations