Help for Provider
Manage your cases, assets, estimates, and operations as a service provider in the Case application.
Integrated Connectors
Getting Started
Search
Cases
- Auto-Linking Cases for External Service Events
- Using Auditable Tags with Subcase Line Items
- Pin & Edit Contacts
- Repair Status
- Case Assistant Checklist
- Open Cases/Pending Service Requests - Service Providers
Assets
Notifications
Estimates
- VMRS Code Key 14 Reason for Repair
- Additional Charges Always Included on Estimate PDFs
- Enhanced Notes UI
- Estimate Display for Warranty and Goodwill Repairs
- Estimate PDF Enhancements
- Post and Share Estimates
Operations and Inspections
- Operations Table Video Demonstration
- Withhold Operations Feature
- Related RO Numbers
- Approval on Behalf of the Customer
- Searching & Adding Operations
- Operations Table Settings
Calendar
Customers
- Manage Customers
- Update Fleet Customer Information
- View Customer Assets
- View Customer Cases
- Manage Customer Contacts
- Upload Attachments to a Customer
Mobile Access
- Mobile Check-In Without Selecting a Contact
- Exporting a Case to RO from the Mobile Check-In Site
- Perform and Assign Inspections
- Add a Customer to a Case Using a Mobile Device
- Check In a Case Using a Mobile Device
- Bi-Directional Mobile Communications - Overview & Help Article Summaries
Common Questions
- What's that blue button in the bottom left?
- What does this error mean?
- How do I Contact Support as a Provider?
- How do I change my Case Provider password?
- Why can't I open my case?
- How do I update my user profile as a provider?
Administrators
- Service Provider User Roles
- Manage Location Screen Updates
- New Screen Title: Manage Location
- Labor Time Markup
- New Operations Table - Export Operation to RO Configuration
- Administrative Tools