Case V8.41.0 - July 2026

• Operations Search | The platform will provide persistent visual feedback when an operation has been added to a case.
• Customer Search | Search for a Customer using their phone number directly from the main Search screen in Desktop Case
• New Partnership with TRITECH | TRITECH is your partner in service technician and operations success. Access to Diesel Technician training and comprehensive on-demand support for Independent Service Providers (ISPs), Fleets, and Dealers working on all makes and models. 
• Vision | Vision now receives and displays the authoring user's name for portal communications when enabling the Last Note By field to show who sent the most recent portal message — not just the group/company name.

Case V8.41.0

Operations Search 

• Instant confirmation — Once an operation is added to a case, a visual indicator appears directly in the search results to show it's already on the case.
• Stays visible — The confirmation persists for as long as the operation remains on the case, so status is always clear without needing to cross-reference the operations table.
• Repeat adds are still supported — The operation remains available to add again, preserving flexibility for valid scenarios where the same operation is needed more than once.

• Clears automatically — If an operation is removed from the case, the confirmation indicator disappears on its own — no manual refresh needed.

  

Customer Search - Phone Number

You can now search for a Customer using their phone number directly from the main Search screen in Desktop Case.

• A new Phone option has been added to the Customer search dropdown, located near the bottom of the list.
• You can enter the phone number in any common format — with parentheses, dashes, or no special characters at all — and get the same accurate results.
• You can also search using just the last four digits of a phone number if you don't have the full number handy.
• The All search option now includes phone number matches as well, so you'll see Customer results by phone even when searching across all categories.

This brings back phone search in a more reliable form, designed to work well even with partial or differently formatted numbers.

New Partnership with TRITECH

TRITECH’s Expert Tech Support (ETS) provides truck service providers with direct access to experienced technical specialists for diagnostic troubleshooting and repair guidance across all makes and models.

When complex repair challenges arise, technicians can connect with TRITECH experts to help identify root causes, review diagnostic information, and expedite repairs. Support is available across a wide range of commercial vehicle platforms and systems covering Class 3-8 vehicles.

Designed to support service operations in real-world shop environments, ETS helps technicians work through difficult diagnostic and repair situations while reducing downtime and keeping repairs moving.

Click here for more information

Vision - Last Note by Field

• Last Note now displays the author of the most recent note on a case, including when that note was from a Field Manager Representative.
• Field Manager communications are treated consistently with external notes for purposes of this field.
• Internal notes remain excluded from Last User — no change to existing behavior there.