Help for Provider
Manage your cases, assets, estimates, and operations as a service provider in the Case application.
Integrated Connectors
Getting Started
Search
Cases
- Auto-Linking Cases for External Service Events
- Using Auditable Tags with Subcase Line Items
- Pin & Edit Contacts
- Case Timeline
- Repair Status
- Case Assistant Checklist
Assets
Notifications
Estimates
Operations and Inspections
- Withhold Operations Feature
- Operations Table Video Demonstration
- Export Operation to RO Configuration
- Operations Table Settings
- Searching & Adding Operations
- Editing Operations
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
- Service Provider User Roles
- Manage Location Screen Updates
- New Screen Title: Manage Location
- Labor Time Markup
- Administrative Tools
- Job Codes