Help for Case Provider
Manage your service requests, cases, and customer contacts.
Getting Started
Search
Cases
- Open Cases/Pending Service Requests - Service Providers
- Cases Filters
- Pin & Edit Contacts
- Timeline
- Repair Status
- Case Assistant Checklist
Assets
Notifications
Estimates
Operations and Inspections
- New Operations Table - Approval on Behalf of the Customer
- New Operations Table - Editing Operations
- New Operations Table - Searching & Adding Operations
- New Operations Table - Operations Table Settings
- Mitchell 1 SRM Connector
- Operations Table Pilot
Calendar
Customers
Mobile Access
- Bi-Directional Mobile Communication - Sending Mobile Estimates for Customer Approval
- Bi-Directional Mobile Communication - Text & Mobile Communications
- Bi-Directional Mobile Communication - Inviting Contacts into Cases
- Bi-Directional Mobile Communications - Managing Customer Contacts
- Bi-Directional Mobile Communication - Creating Customer Contacts
- Bi-Directional Mobile Communications - Administration: Enabling the Reply via SMS Text Feature
Common Questions
Administration Settings
- Job Codes
- Non-VIN Export to RO for Procede DMS
- Case Search, Save Filters, Bulk Close and Auto-close cases.
- Configuring the Case Quickstop Banner
- Configuring and Enabling the New Case Quickstop Banner
- Manage Users and Permissions