Help for Case Provider
Manage your cases, assets, estimates, and operations as a service provider in the Case application.
Getting Started
Search
Cases
- Open Cases/Pending Service Requests - Service Providers
- Cases Filters
- Technician Story field added
- Complaint, Cause, and Correction field changes
- Pin & Edit Contacts
- Timeline
Assets
- View & Edit Asset Information
- Create Cases for Pending Assets - Desktop
- View Asset Information
- View Active Cases for an Asset
- Add Customer Assets
- Update an Asset
Notifications
Estimates
Operations and Inspections
- Mitchell 1 SRM Connector
- Phillips - Back of Cab Inspection
- Operations Table Pilot
- Recommended Operations
- Operation Fault Code Mapping
- Log Into Builder as a New User
Customers
- Manage Customers
- Update Fleet Customer Information
- View Customer Assets
- View Customer Cases
- Manage Customer Contacts
- Upload Attachments to a Customer
Mobile Access
- Bi-Directional Mobile Communications - Overview & Help Article Summaries
- Bi-Directional Mobile Communications - Administration: Enabling the Reply via SMS Text Feature
- Exporting a Case to RO from the Mobile Check-In Site
- Bi-Directional Mobile Communication - Creating Customer Contacts
- Bi-Directional Mobile Communications - Managing Customer Contacts
- Bi-Directional Mobile Communication - Inviting Contacts into Cases
Common Questions
- What's that blue button in the bottom left?
- How do I complete Kenworth Express Lane?
- How do I Contact Support as a Provider?
- Where can I learn about News, Videos, and Training Sessions?
- How do I change my Case Provider password?
- Why can't I open my case?
Administrators
- 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