Help for Case Provider

Getting Started

• Log In and Out of Case Provider

Search

• Use the Search Page
• Search for Assets
• Refine Your Search

Cases

• Technician Stories field added
• Cases Filters
• TruVideo Hyperlinks
• Enhanced Email Response Security and “Bounce-back” Messages 
• View and Edit Email Templates in Your Preferred Language
• Language Preferences

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Assets

• Provider Unit Number for Fleet Assets
• View Asset Information
• Add Customer Assets
• Update an Asset
• Transfer an Asset

Notifications

• Configure Your Notification Settings
• View Notification Messages

Estimates

• Estimate PDF Enhancements
• Request Approval of an Estimate
• Post and Share Estimates

Operations and Inspections

• Operation Fault Code Mapping
• Log Into Builder as a New User
• Create a New Operation in Builder
• Create an Inspection in Builder
• Manage Your Operations
• Add Operations with Labor Times to a Case

Calendar

• Using the Calendar

Customers

• Manage Customers
• Update Fleet Customer Information
• View Customer Assets
• View Customer Cases
• Manage Customer Contacts
• Upload Attachments to a Customer

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Mobile Access

• Check In a Case Using a Mobile Device
• Add a Customer to a Case Using a Mobile Device
• Perform and Assign Inspections

Common Questions

• What's that blue button in the bottom left?
• What does this error mean?
• How do I Contact Support as a Provider?
• Where can I learn about News, Videos, and Training Sessions?
• How do I change my Case Provider password?
• Why can't I open my case?

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Administrators

• Case Search, Save Filters, Bulk Close and Auto-close cases.
• Improved Filtering on External Interface Logs (API)
• Configuring the Case Quickstop Banner
• Configuring and Enabling the New Case Quickstop Banner
• Manage Users and Permissions
• Set up Your Location Information

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Get More Help

• Use the Resource Center
• Learn about News, Videos, and Training Sessions
• Contact Support for Providers