Help for Provider
Manage your service requests, cases, and customer contacts.
Getting Started
Search
Cases
- Auto-Linking Cases for External Service Events
- Using Auditable Tags with Subcase Line Items
- Pin & Edit Contacts
- Timeline
- Repair Status
- Case Assistant Checklist
Assets
Notifications
Estimates
Operations and Inspections
- Operations Table Video Demonstration
- Withhold Operations Feature
- Export Operation to RO Configuration
- Approval on Behalf of the Customer
- Editing Operations
- Searching & Adding Operations
Calendar
Customers
Mobile Access
- Mobile Check-In Without Selecting a Contact
- Exporting a Case to RO from the Mobile Check-In site
- Upload Images on Mobile and Use Offline Mode
- Add a Customer to a Case Using a Mobile Device
- Perform and Assign Inspections
- Bi-Directional Mobile Communication - Sending Mobile Estimates for Customer Approval
Common Questions
Administration Settings
- Service Provider User Roles
- Manage Location Screen Updates
- New Screen Title: Manage Location
- Labor Time Markup
- Administrative Tools
- Job Codes