Client Knowledge Base

How do I enter the customer's preferred tow location for an accident management case?

Written by Admin | Nov 21, 2023 6:45:41 PM

How do I enter the customer's preferred tow location for an accident management case?

1. If the customer does know where they’d like the vehicle taken, click the “Search For Location” button to enter the destination.

2. A pop-up will open where you can search by destination name, phone number, city, or state.

3. After the search criteria is entered, click “Search” to pull up a list of possible destinations that meet the desired criteria.

4. Select a destination from the search results and the dashboard will fill the remaining destination information such as business name and address.

5. Enter any additional notes or instructions in the Location Description field if necessary.