Help for Case Provider
Manage your requests, cases, and customers for your service location.
Getting Started
Search
Cases
- Open Cases/Pending Service Requests - Service Providers
- Cases Filters
- Case Search, Save Filters, Bulk Close and Auto-close cases.
- Language Preferences
- View and Edit Email Templates in Your Preferred Language
- French Translation Enhancements for Case
Assets
Notifications
Estimates
Operations and Inspections
- Campaign & Recall and Recommended Operation Notifications
- Operations Table Pilot
- Create an Inspection in Builder
- Log Into Builder as a New User
- Create a New Operation in Builder
- Add Operations with Labor Times to a Case
Customers
Calendar
Mobile Access
- Bi-Directional Mobile Communications - Overview & Help Article Summaries
- Bi-Directional Mobile Communications - Administration: Enabling the Reply via SMS Text Feature
- Bi-Directional Mobile Communication - Creating Customer Contacts
- Bi-Directional Mobile Communications - Managing Customer Contacts
- Bi-Directional Mobile Communication - Inviting Contacts into Cases
- Bi-Directional Mobile Communication - Text & Mobile Communications
Common Questions
Admin Actions
- Non-VIN Export to RO for Procede DMS
- Set Recommended Operations
- Configuring the Case Quickstop Banner
- Configuring and Enabling the New Case Quickstop Banner
- Manage Users and Permissions
- Set Up Your Location Information