Help for Case Provider

Search

• Refine Your Search
• Search for Assets

Cases

• Configure Your Provider Case View
• Use the Intake Form
• Add Breakdown Information
• Enter Case Information
• Add Operations and Parts to a Case
• Add a Follow-up Time

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Assets

• Add Customer Assets
• Edit an Asset
• Transfer an Asset
• View Active Cases for an Asset

Estimates

• View and Post Estimate Versions
• View and Approve Estimates as a New User
• Toggle Operation Charges

Customer Contacts

• Add Customer Contacts
• Update Fleet Customer Information

Mobile Access

• Assign Mobile Inspections
• Upload Images on Mobile and Use Offline Mode
• Use the QR Scanner to Check-In

Admin Actions

• Update Skill Levels and Labor Rates

Get More Help

• What's that blue button in the bottom left?
• Use the Resource Center
• Learn about News, Videos, and Training Sessions
• Submit a question
• Contact Support for Providers