Client Knowledge Base

Creating Service Requests

Written by Admin | Nov 6, 2023 8:09:13 PM

CREATE A SERVICE REQUEST

  1. Click on the Service Request Tab
  2. Click on the "Create Service Request" button
    Select Assignment Type from the dropdown menu. The correct choice is VERY important, because the data collected is different for each type of tow.
    1. Select “Live Accident Scene Tow” if the vehicle is at the accident scene. These events are known as Accident Scene Management (ASM)
    2. Select "Tow from Business, Storage, Residence" if the vehicle is NOT at an accident scene, non-drivable and repairable. These events are known as Vehicle Release Management (VRM)
  3. Enter the date of the accident under "Date of Loss"
  4. Select claim type.
  5. Select whether the customer is required to pay for any charges under the “Payment Information” section.
    Enter Claim Information:
    1. Claim Number (VRM only)
    2. Policy State and Policy Number of your organization
    3. Customer First and Last Name
    4. Select the date when the accident took place (Date of Loss)
    5. Will someone be with the vehicle? (Enter name and time available if applicable) 
    6. Stock/Lot Number (VRM only)
    7. Approval for text messages. Has the customer granted approval to receive updates via text messaging? Select Yes or No next to “Customer Approval to Text”. This allows us to locate accident scene by sending a tracking link to the customer’s mobile device which enables them to track the tow
    8. Enter the best phone number to use for contacting the customer
    9. Enter Email (not required but preferred)
  6. Enter Vehicle Information
    1. Enter VIN
    2. Enter License plate (not required but preferred)
    3. Enter color
    4. Enter Vehicle Damage (check all that apply)
      NOTE: Please be sure to note if the wheels are unable to roll. This will be critical in ensure the correct tow equipment is sent.
  7. Select pickup and destination location
    1. Enter Pick Up location
      1. Use the locate customer link if needed
      2. Enter pick up location type
        1. "Residence" should be used for a home address
        2. "Storage, Repair, Salvage" should be used for any repair shops, storage lots, or salvage yards
      3. Enter pick up location description (not required)
      4. Enter location and how to acquire the keys.
        NOTE: Vehicle repair cannot begin without the keys.
    2. Enter Destination
      1. Select destination location type
        1. Storage, Repair, Salvage – Use for Repair Shops of any type, winch-only or non-repair shops, storage or salvage locations. Most businesses should already be in the Agero database.
        2. Residence – Should be used for home addresses. For Residence destinations, a phone number is required to allow us to communicate more effectively with the drop off destination.
      2. Click "Search for Location". This most often eliminates the need for creating a new Repair Shop and is also faster and more accurate.
      3. Enter details and click Search
      4. Select from search results
      5. Enter notes and instructions in Location Description
  8. Click Submit to Create Case.