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
- New Operations Table - Approval on Behalf of the Customer
- New Operations Table - Editing Operations
- New Operations Table - Searching & Adding Operations
- New Operations Table - Operations Table Settings
- Mitchell 1 SRM Connector
- Campaign & Recall and Recommended Operation Notifications
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
- Job Codes
- 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