Help for Provider
Manage your inbound service requests, cases, and customer contacts.
Integrated Connectors
Getting Started
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Cases
- Auto-Linking Cases for External Service Events
- Using Auditable Tags with Subcase Line Items
- Pin & Edit Contacts
- Case Timeline
- Repair Status
- Related RO Numbers
Assets
Notifications
Estimates
Operations and Inspections
- Operations Table - Video Demonstration
- Expert Technician Support with TRITECH
- Withhold Operations Feature
- Export Operation to RO Configuration
- Phillips - Back of Cab Inspection
- Operations Table Settings
Calendar
Customers
- Manage Customers
- Update Fleet Customer Information
- View Customer Assets
- View Customer Cases
- Manage Customer Contacts
- Upload Attachments to a Customer
Mobile Access
- Mobile Check-In Without Selecting a Contact
- Add a Customer to a Case Using a Mobile Device
- Perform and Assign Inspections
- Check In a Case Using a Mobile Device
- Bi-Directional Mobile Communications - Overview & Help Article Summaries
- Bi-Directional Mobile Communications - Administration: Enabling the Reply via SMS Text Feature
Common Questions
- What's that blue button in the bottom left?
- How do I change my Provider password?
- Respond to a Service Request
- How do I update my Provider User Profile?
- Can I save a response and use it again later?
- Where are my Decisiv Email Notifications?
Administrators
- Service Provider User Roles
- Manage Location Screen Updates
- New Screen Title: Manage Location
- Labor Time Markup
- Administrative Tools
- Exporting a Case to RO from the Mobile Check-In site