Help for Provider
Manage your cases, assets, estimates, and operations as a service provider in the Case application.
Integrated Connectors
Getting Started
Search
Cases
- Case Duplication
- Cases Screen - Milestone Filters
- Cases Screen - Column Customization
- Cases Screen - Filtering Cases
- Cases Screen
- Tech Support Case #
Assets
Notifications
Estimates
Operations and Inspections
- Operation Repair Statuses
- Operations Progress Panel
- Searching & Adding Operations
- Withhold Operations Feature
- New Operations Table - Video Demonstration
- Editing Operations
Customers
- Change the Customer on an Open Case
- Manage Customers
- Update Fleet Customer Information
- View Customer Assets
- View Customer Cases
- Manage Customer Contacts
Mobile Access
- Mobile Check-In Without Selecting a Contact
- Exporting a Case to RO from the Mobile Check-In Site
- Administrative Tools
- Check In a Case Using a Mobile Device
- Add a Customer to a Case Using a Mobile Device
- Perform and Assign Inspections
Common Questions
- User Authentication with Identity Providers (IdPs)
- Login Experience - PSSM User Authentication with Identity Providers
- 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?
Administrators
- User Authentication with Identity Providers (IdPs)
- Repair Status Mapping
- Group Settings
- Service Provider User Roles
- Manage Location Screen Updates
- New Screen Title: Manage Location