Help for Provider
Manage your cases, assets, estimates, and operations as a service provider in the Case application.
Integrated Connectors
Getting Started
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Cases
- Case Information (Case Intake)
- Auto-Linking Cases for External Service Events
- Using Auditable Tags with Subcase Line Items
- Pin & Edit Contacts
- Repair Status
- Case Assistant Checklist
Assets
- Tracking Hours for Serial-Based APU & Refrigeration Assets
- Create Cases for Pending Assets - Desktop
- Provider Unit Number for Fleet Assets
- View & Edit Asset Information
- Add Customer Assets
- Update an Asset
Notifications
Estimates
- VMRS Code Key 14 Reason for Repair
- Additional Charges Always Included on Estimate PDFs
- Enhanced Notes UI
- Timeline
- Estimate PDF Enhancements
- Request Approval of an Estimate
Operations and Inspections
- Inspections in Case and Builder
- Customize Codes Administration
- Operations Table - Withhold Operations Feature
- New Operations Table - Video Demonstration
- Export Operation to RO Configuration
- Mitchell 1 SRM Connector
Calendar
Customers
- Manage Customers
- Update Fleet Customer Information
- View Customer Assets
- View Customer Cases
- Manage Customer Contacts
- Upload Attachments to a Customer
Mobile Access
- Mobile Check-In Without Selecting a Contact
- Exporting a Case to RO from the Mobile Check-In Site
- Perform and Assign Inspections
- Add a Customer to a Case Using a Mobile Device
- Bi-Directional Mobile Communications - Overview & Help Article Summaries
- Bi-Directional Mobile Communications - Administration: Enabling the Reply via SMS Text Feature
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
- Service Provider User Roles
- Manage Location Screen Updates
- New Screen Title: Manage Location
- Labor Time Markup
- Administrative Tools
- Job Codes