Help for Provider
Manage your service requests, cases, and customer contacts.
Integrated Connectors
Getting Started
Search
Cases
- Case Duplication
- Cases Screen - Milestone Filters
- Auto-Linking Cases for External Service Events
- Using Auditable Tags with Subcase Line Items
- Pin & Edit Contacts
- Timeline
Assets
Notifications
Estimates
Operations and Inspections
- Operations Table Video Demonstration
- Operation Repair Statuses
- Operations Progress Panel
- Withhold Operations Feature
- Export Operation to RO Configuration
- Approval on Behalf of the Customer
Calendar
Customers
- Change the Customer on an Open Case
- Manage Customers
- Manage Customer Contacts
- View Customer Assets
- View Customer Cases
- 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
- 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
- Repair Status Mapping
- Service Provider User Roles
- Manage Location Screen Updates
- New Screen Title: Manage Location
- Labor Time Markup
- Administrative Tools