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
- Cases Filters
- Using Auditable Tags with Subcase Line Items
- Pin & Edit Contacts
- Case Timeline
- Repair Status
Assets
Notifications
Estimates
Operations and Inspections
- New Operations Table - Operations Table Settings
- New Operations Table - Searching & Adding Operations
- New Operations Table - Editing Operations
- New Operations Table - Approval on Behalf of the Customer
- Mitchell 1 SRM Connector
- New Operations Table - Export Operation to RO Configuration
Customers
Mobile Access
- Bi-Directional Mobile Communication - Creating Customer Contacts
- Bi-Directional Mobile Communication - Inviting Contacts into Cases
- Bi-Directional Mobile Communication - Sending Mobile Estimates for Customer Approval
- Bi-Directional Mobile Communication - Text & Mobile Communications
- Bi-Directional Mobile Communications - Administration: Enabling the Reply via SMS Text Feature
- Bi-Directional Mobile Communications - Managing Customer Contacts
Common Questions
Administrators
- New Operations Table - Export Operation to RO Configuration
- VMRS Code Key 14 Reason for Repair
- Job Codes
- Non-VIN Export to RO for Procede DMS
- Recommended Operations
- Case Search, Save Filters, Bulk Close and Auto-close cases.