California process-service compliance

AB 747 Readiness, Built Into the Workflow

Capture photo evidence, automatically record time and GPS data, preserve a defensible audit trail, and generate court-ready documentation without slowing down your field team.

January 2027 readyMobile evidence captureSecure retention
Tristar mobile photo evidence capture
Tristar mobile attachment workflow
AB 747
READY
Photo EvidenceDocument every effected or attempted service.
Automatic Time + GPSReadable data captured with the field event.
Specific LocationOrganize evidence around the residence or business served.
Defensible RecordsRetrieve the history behind each service attempt.
What AB 747 changes

Evidence becomes part of the proof—not an afterthought

Beginning January 1, 2027, California’s updated service-of-process rules add photographic documentation requirements for effected and attempted service, with automatically recorded date, time and location data.

Photograph the Location

Capture one or more images tied directly to the service attempt and the specific residence or business location.

Record GPS Automatically

Preserve a readable location stamp alongside the date and time without manual re-entry by the server.

Capture Every Attempt

Maintain a chronological record of completed and attempted service activity within the same work order.

Document the Specific Door

Support photographs of the applicable dwelling, unit, office or place of business—not merely a general common entrance.

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Record Exceptions

Give field users a structured place to explain unavailable signals, inaccessible doors or safety-related exceptions.

Produce Court-Ready Records

Bring field evidence, status history and proof documents together for retrieval, review and delivery.

Connected field workflow

From assignment to evidence package

Tristar carries the required information through the normal process-service workflow instead of creating a separate compliance burden.

Dispatch

The server receives the work order, documents and service instructions in the mobile app.

Capture

Photos, date, time and GPS information are recorded at the service location.

Review

Office staff can validate the attempt, attachments, status and supporting notes.

Deliver

Create proof documents and retain a complete, searchable evidence history.

WinServeMobile

Compliance tools your servers can actually use

Field users stay inside one familiar workflow for documents, instructions, attempts, photographs, final status and history.

  • Take a picture or select approved evidence
  • Assign attachments to final status or diligence
  • Capture structured service details and exceptions
  • Synchronize evidence with the office work order
  • Support secure, long-term evidence retention

See WinServeMobile in Action →

Coast-to-coast compliance

California urgency. Nationwide experience.

AB 747 is the new compliance deadline, but Tristar has supported demanding process-service markets for decades.

California AB 747

Modern field evidence for the requirements arriving January 1, 2027.

  • Photographic attempt evidence
  • Automatically recorded time and GPS
  • Specific residence and business documentation
  • Evidence retention and retrieval

New York City DCA

Established support for one of the country’s most demanding process-service environments.

  • GPS-based service records
  • Electronic recordkeeping
  • Audit-ready exports and histories
  • Operational review and reporting support

Tristar provides technology that supports compliance workflows. Customers remain responsible for their own legal review, policies and compliance obligations.

Featured Insight

What Process Service Firms Need to Know About AB 747

Rachel Wilburn breaks down the 2027 requirements for diligence, field evidence, public registration and challenged service.

Read the Article →

Is your operation ready for January 2027?

Let’s review your field workflow, evidence capture and retention plan.