Help for Case Provider
Manage your cases, assets, estimates, and operations as a service provider in the Case application.
Getting Started
Search
Cases
- Open Cases/Pending Service Requests - Service Providers
- Complaint, Cause, and Correction
- Technician Stories field added
- Cases Filters
- TruVideo Hyperlinks
- Enhanced Email Response Security and “Bounce-back” Messages
Assets
- Isuzu Connect - Advanced Diagnostics
- Create Cases for Pending Assets - Desktop
- Provider Unit Number for Fleet Assets
- View/Edit Asset Information
- Add Customer Assets
- Update an Asset
Notifications
Estimates
Operations and Inspections
- Mitchell 1 SRM Connector
- Campaign & Recall and Recommended Operation Notifications
- Meritor Inspection Process
- Additional Charges on Prebuilt Operations
- Operation Fault Code Mapping
- Log Into Builder as a New User
Calendar
Customers
- Manage Customers
- Update Fleet Customer Information
- View Customer Assets
- View Customer Cases
- Manage Customer Contacts
- Upload Attachments to a Customer
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 Communication - Inviting Contacts into Cases
- Bi-Directional Mobile Communications - Managing Customer Contacts
- Bi-Directional Mobile Communication - Text & Mobile Communications
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
- Case Search, Save Filters, Bulk Close and Auto-close cases.
- Improved Filtering on External Interface Logs (API)
- Job Codes
- Non-VIN Export to RO for Procede DMS
- Configuring the Case Quickstop Banner
- Configuring and Enabling the New Case Quickstop Banner