Associated Service Providers

Step 1: You can configure Associated Service Providers for a customer by logging into your ServiCase carrier account.

Step 2: Click on the Customers icon in the left navigation menu.

Step 3: Click on the Edit icon of the customer you want to update Associated Service Providers for.

Step 4: Click on the Add (+) icon to add new Associated Service Providers. You can search for a service provider by partially entering their name, city, or state and selecting them from the results. You can then add any desired information you want to be associated with the service provider, including their status with your company (examples: Required, Preferred, Do Not Use)

Step 5: Click on Edit to edit an existing Associated Service Providers within the list.

Step 6: Click on the Delete icon to remove the Associated Service Provider from the list.