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  2. Help for Case Provider

Help for Case Provider

Manage your service requests, cases, and customer contacts.

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

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
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