Help for Case Provider

Search

• Refine Your Search
• Search for Assets

Cases

• Create a Case
• Configure Your Provider Case View
• Use the Intake Form
• Add Breakdown Information
• Enter Case Information
• Enter Customer Information for a Case

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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

Operations and Inspections

• Create an Inspection
• Create a New Operation in Builder

Customers

• Manage Customers
• Add Customer Contacts
• Contact the Fleet Vehicle Owner
• Upload Attachments to a Customer
• Update Fleet Customer Information

Mobile Access

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

Admin Actions

• Set Recommended Operations
• 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