- All Users
- Fleet Users
- Provider Users
- Provider Admins
Upload Multiple Attachments at a Time
You can now upload attachments to your case faster by uploading multiple attachments at the same time.
To do so, go to the ATTACHMENTS tab of a case, click CHOOSE FILE, hold down the Command or Shift key to select multiple attachments, and click OPEN. The number of files you selected will display in the File field. The Description you enter and the privacy setting you select will apply to all files in the group. After you click UPLOAD to upload the files, you can change the privacy setting or delete each file as needed.
For Fleet Users, see also: Upload Attachments to a Case
For Provider Users, see also: Upload Attachments to a Case
Max File Size Increased to 10MB
To allow for more robust images, videos, and files, the max file size for attachments is now 10MB instead of 5MB. If you’re uploading multiple attachments at a time, this applies to each file within the group, not the total file size of the group.
Filters Improved for Selecting a Service Provider
To make it easier for you to filter your service providers by the type of service you need for your asset, the Services dropdown is now a checkbox panel you can expand or collapse to view all the services at once.
The services are grouped in categories for you to easily scan. Select the services you need, and click SEARCH to see the service providers that offer them.
See also: Create a Service Request
Change Ownership of an Asset
If you notice a fleet asset is assigned to the wrong fleet customer, you can change ownership of that asset to a local customer to ensure the correct customer is recorded for the case and receives updates on it.
This option is only available for assets in an unlocked fleet and can only be completed by service advisors, service managers, and general managers.
See also: Transfer an Asset
Bill To Contact Added to Intake Form
If your location has you fill out an Intake Form when creating a case, you’ll see a new field for Bill To Contact for you to select the contact person for the Bill To Customer.
Changes Made to Selecting Services Provided
To make it easier for Fleet Users to find and select your service location for a service request, we added 11 new services to the Services Provided page for you to select for your location.
The new services are based on a review of the services most commonly added manually by Provider Admins and include:
- Specialty Services
Air Conditioning, Alignment and Balancing, Certified Uptime Call Center, Diesel Particulate Filter (DPF) Cleaner DOT, ERS 24/7, Flywheel Resurfacing, Hydraulics, Preventive Maintenance
Mounted Tired Program
You can add these services to your location by selecting them from the Services Provided page as you normally would.
We also removed the ability to add your own Other service to ensure the filter options work as expected. If any of the services previously entered in the Other option match one of the new service options, that service is now selected for your service location. If it doesn’t match a new service option, that Other service no longer appears for your service location.
You can review your list of Services Provided and make updates as needed at any time by going to the ADMIN > Customize Your Database > Services Provided page.
See also: Set Up Your Dealership Profile