User Guide

Case Management

A case is the record of one repair event on one unit — what is wrong, who owns it, where the unit is, who is fixing it, and everything logged along the way. This guide covers every screen and every tab, step by step.

About This Guide

This guide covers Case Management in RoadBays — creating cases, finding them again, and working through every tab on an open case. It is written for the people who use RoadBays day to day: dispatchers, maintenance coordinators, fleet managers, and shop staff.

You do not need to read it end to end. Use the table of contents to jump to the screen you are on.

How to read the instructions

TermMeaning
Bold textThe exact name of a button, tab, field, or menu item as it appears on screen. Example: click Save Header.
Numbered stepsDo these in order. Each step is one action.
NoteBackground information that helps the step make sense.
TipA faster or better way to do something.
ImportantSomething that will cause a problem if you skip it.

What a case is

A case is the record of one repair event on one unit. It holds everything about that repair in one place: which unit, who is responsible, what is wrong, where the unit is, who is fixing it, what it costs, and every note, photo, inspection, fault code, and invoice attached along the way.

Cases are the backbone of RoadBays. Almost everything else in the system — inspections, invoices, fault codes, maintenance history — either starts from a case or reports on one.

Case statuses

Every case carries one of four statuses. You can change it from the case itself or straight from the Case Search list.

StatusWhat it means
OpenThe repair is active. The unit needs work, is waiting for work, or is being worked on. This is the default status for a new case.
PendingThe case is on hold — waiting on a part, an approval, a shop appointment, or a decision. Nothing is happening right now, but the case is not finished.
CompleteThe physical repair is finished. Paperwork, invoicing, or review may still be outstanding.
ClosedThe case is finished and settled. No further work or billing is expected.
NoteThe Case Search screen filters to Open cases by default, so completed and closed work does not clutter your working list. Change the Status filter to All when you need to see everything.

Finding Cases

The Case Search screen is where you will spend most of your time. It lists your cases, lets you filter them down to the ones you care about, and lets you make quick changes without opening each case.

Opening Case Search

  1. From the main navigation, choose Cases.
  2. The Case Search screen opens showing Open cases from the last 30 days.
  3. Click any case number to open the full case.
NoteIf you have set a default saved view, Case Search opens with that view applied instead of the standard Open / 30 Days starting point. See Saved Views later in this chapter.

Reading the case list

In List View, each row is one case. The columns are:

ColumnWhat it shows
CaseThe case number. Click it to open the case. If a repair facility has accepted the case, a green badge appears next to the number with the accepting facility's name.
Unit NumberThe unit being repaired.
StatusOpen, Pending, Complete, or Closed. This column is a dropdown — you can change the status without leaving the list.
UserThe RoadBays user assigned to the case.
CustomerThe customer that owns the unit. Useful for shops and for fleets running multiple operating companies.
LocationThe repair facility or vendor handling the work.
Date CreatedWhen the case was opened, shown in your local time.
Est ArrivalWhen the unit is expected to arrive at the facility. Editable directly in the list.
Follow Up ByThe date you have committed to check back on this case. Editable directly in the list.
Est CompletionWhen the repair is expected to be finished. Editable directly in the list.
PriorityThe priority assigned to the case.
Repair ReasonWhy the unit is in for service.
DescriptionThe repair description from the case.
DeleteRemoves the case. You will be asked to confirm first.
TipEst Arrival, Follow Up By, and Est Completion turn into an amber badge once the date has passed. Scan for amber to find the cases that have slipped.

Filtering the list

The Filters panel sits on the right-hand side of Case Search. Every filter applies instantly — there is no Apply button.

FilterOptions and behavior
StatusOpen (default), Pending, Complete, Closed, or All.
RangeHow far back to look: 30 Days (default), 60 Days, 120 Days, or 1 Year. This is measured against the date the case was created.
Repair ReasonNarrows to one repair reason from your configured list.
PriorityNarrows to one priority level.
Facility LocationNarrows to cases at one repair facility or vendor.
Maintenance ScheduleNarrows to cases tied to one preventive maintenance schedule.
UserNarrows to cases assigned to one RoadBays user.
DriverNarrows to cases for units assigned to one driver.

To clear a filter, set it back to All. To clear the whole set, reload the page or load a saved view.

TipOn a narrow screen or a tablet, use the double-arrow button in the top right of the screen to show and hide the Filters panel and give the table more room.

Searching within the results

The search box above the table searches the rows currently loaded. Use the filters first to pull back the right set of cases, then use this box to jump to one of them by unit number, description, or any other visible value.

Sorting and page size

  • Click any column heading to sort by it. Click again to reverse the order. The list opens sorted by case number, newest first.
  • Use the Show entries dropdown above the table to change how many cases appear per page. The default is 50.
  • Both your sort order and your page size are saved with a saved view, so the list comes back arranged the way you left it.

Changing layouts

The Layout button in the top right switches how results are drawn. Both layouts respect the filters you have set.

LayoutBest for
List ViewThe default. A dense sortable table. Best on a desktop monitor, and the only layout that supports inline editing of dates and status.
Card ViewOne card per case, three across on a wide screen and stacking down on a phone or tablet. Best for scanning a short list on a mobile device or for a shop floor display.
  1. Click Layout.
  2. Choose Card View or List View.
  3. The screen redraws using your current filters.

Quick edits from the list

You can make three common changes without opening a case.

Change a case status

  1. Click the status value in the Status column.
  2. Choose Pending, Open, Complete, or Closed from the dropdown.
  3. The status saves immediately and a confirmation appears in the corner of the screen.

Change a date

  1. Click into the Est Arrival, Follow Up By, or Est Completion value you want to change.
  2. Type the new date and time over the existing one.
  3. Click anywhere outside the cell. The new value saves and a confirmation appears.
NoteThese three date columns are edited as text, so type a full date and time — for example 3/14/2026, 8:00:00 AM. If the value does not save, open the case and use the date picker on the Case tab instead.

Delete a case

  1. Click Delete at the end of the row, or on the card footer in Card View.
  2. Confirm when prompted.
ImportantDeleting a case removes it and its history. If a case was raised in error, consider setting it to Closed instead so the record and its audit trail are kept.

The Global Search Bar

The search bar at the top of every RoadBays screen is the fastest way to reach a case when you already know something about it. You do not have to be on Case Search to use it — it works from anywhere in the application.

Running a search

  1. Click the search bar in the page header.
  2. Type what you know — a case number, a unit number, an invoice number, a part, a purchase order.
  3. Results appear as you type, grouped by the kind of record they are.
  4. Click a result to go straight to it.

Global search looks across cases, units, invoices and billing documents, parts, purchase orders, and inspections, so one search finds the record whichever of those it turns out to be.

Narrowing by category

Use the category dropdown attached to the search bar to restrict the search to one kind of record. Setting it to Cases is the quickest way to pull up a case number when a unit number would otherwise return a long list of units, inspections, and invoices alongside it.

Recent searches

Click into the empty search bar to see your recent searches. Click one to run it again. This is useful when you are moving back and forth between the same two or three cases during a shift.

The quick add button

The + button next to the search bar creates a new record from anywhere in RoadBays, including a new case, without navigating to the Case Search screen first.

Saved Views

A saved view remembers a set of filters, your sort order, and your page size under a name you choose. Instead of setting eight filters every morning, you set them once and pick the view from a list.

Views are personal to your login. Saving one does not change what anybody else sees.

What a saved view stores

  • All eight filters: Status, Range, Repair Reason, Priority, Facility Location, Maintenance Schedule, User, and Driver.
  • The column you sorted by and whether it was ascending or descending.
  • How many rows you had set to show per page.

Creating a view

  1. Set the filters, sort order, and page size the way you want them.
  2. Click the arrow beside Save View and choose Save As….
  3. Type a name that says what the view is for — for example Overdue road calls or My open PMs.
  4. Click OK. The view is saved and becomes the view you are currently using.
TipName views after the question they answer, not after the filters they contain. Waiting on parts is easier to pick from a list than Pending / 120 days / all facilities.

Using a view

  1. Click the view name dropdown on the left of the toolbar. It reads Default filters when no view is loaded.
  2. Click the view you want.
  3. The filters, sort, and page size all change at once and the list reloads.

Updating a view

Once you change any filter, sort, or page size while a view is loaded, the view name shows (unsaved changes). You then have two choices:

ButtonWhat it does
Save ViewOverwrites the view you currently have loaded with your changes. The name stays the same. If no view is loaded, this behaves like Save As….
Save As…Leaves the loaded view untouched and creates a new view under a new name.

Setting a default view

Your default view loads automatically every time you open Case Search.

  1. Load the view you want as your default.
  2. Click Set Default.
  3. A Default badge appears beside that view in the dropdown.
NoteSet Default stays greyed out until you have at least one saved view.

Deleting a view

  1. Open the view name dropdown.
  2. Click the trash icon on the right of the view you want to remove.
  3. Confirm when prompted.

Adding a Case

A new case starts as a header — the unit, the person responsible, and what is wrong. Once the header is saved, the rest of the case opens up.

Creating the case

  1. On Case Search, click New Case. (You can also use the + quick add button in the page header from anywhere in RoadBays.)
  2. In Repaired Unit, start typing the unit number and pick the unit from the list that appears.
  3. Choose an Assigned User — the person responsible for seeing this repair through.
  4. Type a Repair Description explaining what is wrong.
  5. Fill in anything else you already know. Everything except the three fields above can be added later.
  6. Click Save Header.
ImportantThe Notifications, Stances, Fault Codes, Mileage, Vendor Search, Inspections, Invoices, Bulletins, and Files tabs stay disabled until you save the header. A message at the top of the screen reminds you: "Tabs will enable once header is saved." Save first, then work through the tabs.

Required fields

Three fields are marked with an asterisk and must be filled in before the header will save:

FieldWhy it is required
Repaired UnitA case must be about a specific unit. This is what ties the repair into that unit's service history, mileage, fault codes, and cost reporting.
Assigned UserSomebody has to own the case. This drives the User filter and the User column on Case Search.
Repair DescriptionA plain description of the problem. This is what shows in the case list and in what you send to a repair facility.

Adding a unit that is not in RoadBays yet

If the unit you need does not come up in the Repaired Unit search, you can create it from the case using its VIN.

  1. Click the New badge next to the Repaired Unit label.
  2. Type or paste the full 17-character VIN.
  3. Click Unit Lookup.
  4. RoadBays decodes the VIN and creates the unit with the year, make, model, and specifications it returns.
  5. Close the window and pick your new unit in Repaired Unit.
NoteVIN decoding is powered by the Diesel Laptops Diesel Decoder integration. If a VIN comes back with no result, check for a typo — the letters I, O, and Q never appear in a VIN and are easily confused with 1 and 0.

Duplicating an existing case

When a unit comes back in for the same problem, or you are raising several near-identical cases, copy an existing one.

  1. Open the case you want to copy.
  2. Click the paperclip button in the toolbar at the top right of the Case tab.
  3. A new case is created carrying the same header details. Adjust what is different and save.

The Case Tab

The Case tab is the first tab on every case and holds the repair record itself. This section walks through it top to bottom.

The case toolbar

A row of buttons sits at the top right of the Case tab.

ButtonWhat it does
Phone icon — Call VendorPlaces a call to the repair facility assigned to this case.
Question mark icon — Ask AIOpens the Ask AI window so you can ask a repair or diagnostic question in plain English. See Ask AI later in this chapter.
Briefcase icon — Case HistoryShows every status change on this case, with the date and a description. Use it to answer "when did this actually get approved?"
Pencil icon — Invoice HistoryShows the status history of invoices raised against this case.
Paperclip icon — Duplicate CaseCreates a new case from this one.
Share CaseProduces a link to this case that you can copy and send. See Sharing a Case later in this chapter.

Unit and people

FieldWhat to enter
Repaired Unit *The unit being repaired. Start typing the unit number and pick from the list. Two badges sit beside the label: Info opens the unit's details and VIN decode, and New creates a unit from a VIN.
Secondary UnitA second unit involved in the same event — most often the trailer when the case is on the tractor, or the tractor when the case is on the trailer.
Assigned User *The RoadBays user responsible for this case.
DriverThe driver assigned to the unit. Setting this makes the case findable through the Driver filter on Case Search.

Dates and status

FieldWhat it means
Date OpenedWhen the case was created. Set automatically and not editable.
Date CompletedWhen the case was marked Complete. Set automatically and not editable.
Date ClosedWhen the case was marked Closed. Set automatically and not editable.
Case StatusOpen, Pending, Complete, or Closed. Changing this here drives the three dates above.
Est ArrivalWhen you expect the unit to reach the repair facility.
Est CompletionWhen you expect the repair to be finished.
Follow Up ByWhen you have committed to check back. This is the field to lean on — it is what stops cases going quiet.
Date RollingWhen the unit was back on the road and earning again.
Date PaidWhen the repair was paid for.

Est Arrival, Est Completion, Follow Up By, Date Rolling, and Date Paid all open a calendar with a time picker when you click into them.

TipSet Follow Up By on every case you cannot finish today, then build a saved view filtered to your own cases and sorted by Follow Up By. That view is your daily call list, and anything overdue shows as an amber badge.

Complaint, Cause, and Correction

These three fields are the standard "three Cs" of a repair record. Filling them in consistently is what makes your repair history worth reporting on later.

FieldWhat to enter
ComplaintWhat was reported. The symptom as the driver or the inspection described it.
CauseWhat was actually found to be wrong.
CorrectionWhat was done to fix it.
Repair ReasonThe category of work — for example preventive maintenance, breakdown, accident, or warranty. This drives the Repair Reason filter and a good deal of your cost reporting.

Priority, odometer, and facility

FieldWhat to enter
PriorityHow urgent this repair is, from your configured priority list.
Closing OdometerThe odometer reading when the repair was finished. Feeds cost-per-mile reporting and preventive maintenance scheduling.
Repair FacilityThe shop or vendor doing the work. Shows in the Location column on Case Search and drives the Facility Location filter.
Custom User Field 1A free-text field your organization can use for anything RoadBays does not have a field for — a cost center, a claim number, a project code.
Custom User Field 2A second free-text field for the same purpose.

Where the unit is

This group tells everyone — including the shop you are sending — exactly where the unit is sitting.

Field or controlWhat it does
Latitude / LongitudeThe unit's coordinates. You can type them in directly if somebody reads them to you.
RefreshPulls the unit's current position from your connected telematics provider and fills in the coordinates.
HistoryOpens Location History: every position reported for this unit against this case, with the date, when the unit last reported, and who asked for the position.
Geo AddressThe street address that the coordinates resolve to.
DirectionsOpens the location in Google Maps in a new tab. Send this link to a mobile technician or a tow operator.
Location DescriptionFree text for what the coordinates cannot tell you — "in the back lot behind the fuel island", "shoulder of I-94 eastbound, mile marker 312".

Costs and contract

FieldWhat to enter
EstimateThe quoted cost of the repair.
Approved AmountWhat you have authorized to be spent. Filling this in gives the shop a clear ceiling and gives you something to check the final invoice against.
Contract TypeThe type of contract or coverage that applies — for example warranty, service contract, or extended coverage.
Contract NumberThe contract, policy, or claim number.
DealerThe dealer associated with the repair, where one applies.

Repair Description

The required description of the work. This is the text that appears in the Description column on Case Search and on case cards, so write it so it makes sense to somebody scanning a list of forty cases — "No start, no crank" beats "see notes".

Maintenance and the Maintenance Board

FieldWhat it does
Maintenance SchedulesTies this case to one or more preventive maintenance schedules. Select as many as apply — the list stays open so you can tick several. This is what tells RoadBays that the PM due on this unit has been carried out.
Services NeededThe specific service being performed.
Maintenance BoardA checkbox. Tick it to post this case to your shared maintenance board.

Posting a case to the maintenance board

The maintenance board is the shared view of work that needs attention — the digital version of the whiteboard in the shop. Posting a case to it makes that case visible to everybody watching the board, not just the assigned user.

  1. Open the case.
  2. Tick the Maintenance Board checkbox near the bottom of the Case tab.
  3. Click Save Header.

To take a case back off the board, untick the box and save again.

TipPost a case to the board when it needs eyes from more than one person — a unit down waiting on a decision, a repair nobody has picked up yet, or work that has to be scheduled around a route.

Saving your changes

Click Save Header at the bottom of the Case tab to save everything above it. Case notes, and everything on the other tabs, save on their own — Save Header covers the header fields only.

ImportantMoving to another tab does not save the header. If you have edited header fields, click Save Header before you move on.

Case Notes

The Comments section at the bottom of the Case tab is the running conversation about the repair — the calls you made, what the shop said, what you are waiting on. Notes are stamped with your name and the date and time, and they are what turns a case into a record somebody else can pick up cold.

Posting a note

  1. Scroll to Comments at the bottom of the Case tab.
  2. Type into the Add a comment box. The box grows as you type, so long notes stay readable.
  3. Click Post.

The note appears at the top of the list below. The newest note is always first.

Editing a note

You can edit notes you wrote yourself. An Edit button appears on your own notes only — you cannot change somebody else's.

  1. Find your note and click Edit.
  2. Change the text.
  3. Click Save, or Cancel to leave it as it was.

Links in notes

Paste a web address into a note and RoadBays turns it into a clickable link automatically. Use this for parts listings, supplier quotes, or a shared document about the repair.

TipWrite notes for the person who picks this case up when you are off. "Called Lakeside, parts ETA Thursday, asked for a call when it lands" tells the next person everything. "Called shop" tells them nothing.

Notifications

The Notifications tab keeps people outside RoadBays informed about this case automatically. Use it to keep a driver, a customer, a manager, or a shop contact updated without having to remember to email them.

Notifications set here apply to this case only. Notifications you want on every case are set once under Settings > Notifications.

Adding a notification

  1. Open the case and click the Notifications tab.
  2. Tick Case Header Notifications to alert this person when the case header changes — status, dates, assignment.
  3. Tick Case Notes Notifications to alert them when somebody posts a note on the case.
  4. Choose a Notification Type: Email or Text.
  5. Enter the Recipient — an email address for Email, a mobile number for Text.
  6. Click Add Notification.

The recipient is added to the table below, showing when it was created, which notification types are switched on, and the contact used.

NoteYou can tick both boxes for one recipient, or add the same person twice with different settings — for example email for header changes and text for notes.

Removing a notification

Click Delete on the recipient's row. They stop receiving updates about this case immediately.

TipAdd the driver with Case Header Notifications when a unit goes into a shop. They get told when the estimated completion date moves without having to call and ask.

Stances

The Stances tab shows the approval positions that apply to this case — who can authorize work, and up to what amount. It is a read-only reference so that whoever is working the case can see the approval chain without having to go and ask.

ColumnWhat it shows
PriorityThe order in which this stance applies. Lower numbers are consulted first.
NameThe person or role the stance belongs to.
Stance TypeThe kind of approval or position this represents.
Approval LimitThe maximum amount this person or role can authorize.
NotesAny conditions or guidance attached to the stance.
NoteStances are configured for your organization rather than per case. If the list here is empty or wrong, contact your RoadBays administrator.

Fault Codes

The Fault Codes tab holds the diagnostic trouble codes recorded against this case. Codes arrive from the unit automatically, and you can also add codes by hand when a technician reads them off a scan tool.

Reading the fault code list

ColumnWhat it shows
CodeThe diagnostic trouble code — for example an SPN and FMI pair.
LabelThe short name of the code.
SeverityHow serious the code is. Rows are shaded so severity is visible at a glance: red for high, yellow for medium, and blue for moderate.
Code DescriptionA plain-English explanation of what the code means.
First ObservedWhen the code was first seen on this unit.
AI ActionA recommended next step generated for this code against this unit.
Ask the ExpertsButtons to send this code for a deeper answer. See below.
DeleteRemoves the code from the case.

Pulling the latest codes

Click Refresh Fault Codes to pull the current codes from the unit. Use this after a technician has cleared codes, or when you want to confirm a fault is still active before dispatching somebody.

Looking a code up

Click Fault Code Lookup to look up a code you have in front of you but that is not on the case yet. This is powered by Diesel Laptops.

Adding a code by hand

  1. Type the code into Code Label.
  2. Type what it means into Code Description.
  3. Click Save Fault Code.

The code is added to the table and becomes part of the case record.

Asking the experts

Each code row carries buttons that send it off for a deeper answer:

  • Ask AI returns diagnostic guidance for that code, using the unit's year, make, and model for context — so the answer is about your truck, not trucks in general.
  • Ask DL sends the code to Diesel Laptops for a diagnostics response from their technicians and knowledge base.
TipUse Ask AI before you dispatch. Knowing whether a code means "get it towed" or "it can finish the route" is usually the difference between a road call and a scheduled repair.

Mileage

The Mileage tab records the unit's odometer readings against this case. Accurate mileage is what drives preventive maintenance scheduling and cost-per-mile reporting, so it is worth getting right.

Recording mileage by hand

  1. Type the reading into Current Mileage.
  2. Click Save Mileage.

Pulling mileage automatically

Click Update Mileage to pull the unit's latest odometer reading from your connected telematics provider. RoadBays fetches the reading, fills in the Current Mileage box, and adds it to the history.

NoteThe case must have a unit selected and saved before Update Mileage will run. If you see "Please select a unit first", go back to the Case tab, choose the Repaired Unit, and click Save Header.

Mileage history

Every reading is kept, showing when it was recorded, who recorded it, and the mileage. Nothing is overwritten, so you can always see how the readings moved through the repair.

Vendor Search

The Vendor Search tab is a map of repair facilities near the unit. Use it when a unit is down away from home and you need to find somebody who can work on it.

Finding facilities

  1. Open the case and click the Vendor Search tab.
  2. Type an address, city, or highway exit into the search box on the map — or use Locate Vehicle to center on the unit's own reported position.
  3. Facilities appear as pins on the map and as a list down the side.
  4. Click a pin or a list entry to see that facility's details.

Map filters

FilterWhat it does
RadiusHow far out to search, from 1 to 100 miles. Start tight and widen it if nothing suitable comes back.
ShowWhich kinds of facility to display. Customer Vendors are vendors you have set up, Customer Shops are your own shops, and RoadBays Vendors are facilities from the wider RoadBays network.
LabelsNarrow to facilities tagged with a particular capability or attribute. Filtering by a label hides every facility that is not tagged with it, including RoadBays vendors. Click Clear to drop all label filters.
Sort byRanking, then distance (the default), Distance alone, or Name.

A count under the filters tells you how many facilities match. The Legend panel explains the pin colors: red for a customer vendor, black for a customer shop, blue for a RoadBays vendor.

Facility details

Selecting a facility opens a panel showing its name, address, phone number, ranking, and any note attached to it. Underneath, two tabs hold the conversation about that facility:

TabWho sees it
CommunityComments visible across the RoadBays community — shared experience of this facility from other fleets.
InternalComments visible only inside your own organization.

Leaving a comment on a facility

  1. Select the facility on the map or in the list.
  2. Type into the comment box in the facility panel.
  3. Tick Internal if the comment should stay inside your organization. Leave it unticked to share with the community.
  4. Click the send button.
TipRecord what actually happened — turnaround time, whether they called back, whether the invoice matched the quote. Six months from now, at two in the morning, that note is what decides where you send the truck.

Inspections

The Inspections tab attaches inspection forms to the case — a pre-repair walkaround, a post-repair quality check, a DOT inspection carried out while the unit was in.

Starting an inspection

  1. Open the case and click the Inspections tab.
  2. Choose the form you want from the Select Inspection dropdown.
  3. Click Create Inspection.

The inspection is created against this case and this unit and appears in the table below.

The inspection list

ColumnWhat it shows
CreatedWhen the inspection was started.
NameWhich form was used. Click it to open the inspection and fill it in.
StatusHow far through the inspection is.
DeleteRemoves the inspection from the case.
NoteInspections are mobile-first — open one on a phone or tablet and walk the unit. Each item saves as you mark it pass or fail, you can attach photos, and a signature can be captured on the screen. The finished inspection exports to PDF with the photos and signature included.

Invoices

The Invoices tab is where the money side of the case lives. It has two sub-tabs: the Billing Workbench, and Invoices (Legacy).

The Billing Workbench

The workbench carries a repair from estimate through work order to invoice as one connected document, so the lines you quoted become the lines you billed without being retyped.

Creating a workbench

  1. Make sure the case has a unit selected and has been saved.
  2. Click Create Workbench.
  3. The workbench opens in a new tab, ready for you to add lines.
ImportantIf you see "Please select and save a unit before creating a workbench", go back to the Case tab, choose the Repaired Unit, and click Save Header first.

The workbench list

ColumnWhat it shows
CreatedWhen the workbench was created.
Case NumberThe case it belongs to.
UnitThe unit being billed for.
EstimateThe estimate document number, once one exists.
Work OrderThe work order number, once one exists.
InvoiceThe invoice number, once one exists.
TotalThe current total.
OpenOpens the workbench.

Editing a line

Lines can be edited on the Estimate, Work Order, and Invoice tabs of the workbench. Click the line to open it, change what you need, and save.

NoteA line that came from an inventory part cannot have its part number changed, and its quantity is checked against stock — this is what keeps your inventory counts honest. To swap a part, delete the line and add the correct part as a new line.

Invoices (Legacy)

The Invoices (Legacy) sub-tab holds invoices raised the older way, before the Billing Workbench. Existing invoices stay here and remain fully available; use Add Invoice (Legacy) only if your organization has a reason to keep working this way.

The table shows the invoice number, case number, invoice status, the opened, complete and closed dates, the follow-up and estimated completion dates, and the description.

TipFor new work, use the Billing Workbench. It carries lines forward from estimate to invoice and connects to your parts inventory; the legacy screen does neither.

Bulletins

The Bulletins tab gives you manufacturer service bulletins and reference material without leaving the case, so you can check whether a known issue covers the symptom you are looking at before authorizing a diagnosis.

The content is presented as an embedded report inside the tab. Scroll, filter, and page through it using the controls in the report itself.

NoteBulletin content is supplied by the manufacturer and is read-only. Anything you want to keep with the case — a bulletin number, a finding — should be copied into a case note so it stays with the record.

Files

The Files tab holds everything attached to the case: photos of the damage, the shop's quote, a scanned invoice, a voice memo from the driver, a video of the fault happening.

Uploading a file

  1. Open the case and click the Files tab.
  2. Click Choose file and pick the file from your device. On a phone, this lets you take a photo directly.
  3. Click Save Attachment.

The file appears in the Uploaded Files grid below, with the date it was uploaded.

What you can upload

Kind of fileFormatsMaximum size
ImagesJPG, PNG, GIF25 MB
DocumentsPDF, Word (DOC, DOCX), Excel (XLS, XLSX), CSV, TXT25 MB
AudioMP3, WAV, M4A50 MB
VideoMP4, MOV, WEBM100 MB

RoadBays checks the file before it uploads. If the type is not allowed or the file is too big, a message appears straight away and the Save Attachment button is disabled until you pick a different file.

Working with uploaded files

Each file shows as a card. Images show a thumbnail; other files show a type label such as PDF, DOC, XLS, AUD, or VID. Every card carries three buttons:

ButtonWhat it does
OpenOpens the file in a new tab.
DownloadSaves the file to your device.
DeleteRemoves the file from the case.
TipPhotograph the damage before the unit goes into the shop and again when it comes out. Two minutes on a phone settles most disputes about what was wrong and what was done.

Sharing a Case

Share Case produces a link to this case that you can send to somebody — a shop, a driver, a manager, a customer.

  1. Open the case and click Share Case in the toolbar at the top right of the Case tab.
  2. Click Copy to copy the link.
  3. Paste it into an email, a text message, or a chat.
ImportantTreat the link as you would any other link to your data. Send it only to people who should be able to see this repair, this unit, and the costs attached to it.

Unit Info and VIN Decode

The Info badge next to Repaired Unit opens a window with everything RoadBays knows about the unit on the case, without you having to leave the case to go and look.

Unit Info

The Unit Info tab shows the unit's details as they are held in RoadBays — the record your own team has built up.

VIN Decode

The VIN Decode tab shows what the manufacturer encoded into the unit's VIN: year, make, model, engine, and specifications. This is decoded through the Diesel Laptops Diesel Decoder integration.

Use it when you need to tell a parts counter exactly what the truck is, or when the unit record in RoadBays is thin and you want the authoritative specification.

NoteWhere a Diesel Decoder device is connected to a truck with a matching VIN, decoded fault data flows into RoadBays automatically and shows on the Fault Codes tab.

Ask AI

Ask AI answers repair and diagnostic questions in plain English, from inside the case. It is there for the moment when you need to know something quickly and the person who would know is not available.

Asking a question

  1. Open the case and click the question mark button in the toolbar at the top right.
  2. Tick Include asset year, make, model in question to have RoadBays add the unit's details to your question automatically.
  3. Type your question.
  4. Click Ask.

The answer appears below the question. You can keep asking follow-up questions in the same window.

The kinds of questions it handles

  • How to do a regen for a 2020 Freightliner Cascadia?
  • How to solve code SPN 168 FMI 2 on a 2020 Freightliner Cascadia?
  • What is a gladhand?
TipLeave the asset details checkbox ticked. "How do I reset the derate" gets a general answer; the same question with the year, make, and model attached gets one about the truck actually sitting in your yard.
NoteAsk AI is a guide, not an authority. Treat its answers as a well-informed starting point and confirm anything safety-related against the manufacturer's documentation before acting on it. If you want an answer to keep, paste it into a case note.

Case History and Invoice History

Two buttons in the case toolbar open the audit trail for the case.

Case History

Click the briefcase icon to see every status change on this case, with the date and a description of what changed. This answers questions like "how long did this sit in Pending?" and "when was this actually approved?"

Invoice History

Click the pencil icon to see the status history of invoices raised against this case — the same audit trail, on the billing side.

Location History

Click the History badge beside the Latitude field to see every position reported for this unit against this case: the date, when the unit last reported, who requested the position, and the resolved location.

TipWhen a shop says they never received the unit, or a driver and a dispatcher remember a timeline differently, these three screens settle it without anybody having to rely on memory.

Common Workflows

Putting the pieces together — the sequences you will run most often.

A unit breaks down on the road

  1. Create a new case. Select the unit, assign yourself, and describe the symptom.
  2. Set the Driver so the driver is on the record.
  3. Click Save Header.
  4. On the Case tab, click Refresh beside Latitude to pull the unit's position, and add anything the driver tells you to Location Description.
  5. Check the Fault Codes tab. Click Refresh Fault Codes, then use Ask AI on anything you do not recognize to judge whether the unit can move.
  6. Go to Vendor Search. Set a radius, find a facility, and check the Community and Internal comments on it before you call.
  7. Set the Repair Facility on the Case tab and set Est Arrival and Follow Up By.
  8. On the Notifications tab, add the driver so they get told when the dates move.
  9. Post a case note with who you called and what they said.

A scheduled preventive maintenance visit

  1. Create a case for the unit with a Repair Reason of preventive maintenance.
  2. Under Maintenance Schedules, tick the PM schedules this visit covers.
  3. Set Services Needed and the Repair Facility, and set Est Arrival.
  4. Save Header.
  5. On the Inspections tab, create the inspection form the technician will complete.
  6. When the work is done, record the Closing Odometer on the Case tab so the next PM is scheduled from the right reading.
  7. On the Mileage tab, click Update Mileage to confirm the reading against telematics.
  8. Set the status to Complete.

Working your follow-ups each morning

  1. Open Case Search.
  2. Set the Status filter to Open and the User filter to yourself.
  3. Sort by Follow Up By, oldest first.
  4. Click the arrow beside Save View, choose Save As…, and name it My follow-ups.
  5. Click Set Default so it loads every time you open Case Search.
  6. Each morning, work down the amber badges — those are the cases whose follow-up date has passed.

Troubleshooting

What you seeWhat to do
"Tabs will enable once header is saved"The case header has not been saved yet. Fill in Repaired Unit, Assigned User, and Repair Description, then click Save Header. The other tabs become available immediately.
The tabs on a new case are greyed outSame cause as above — save the header first.
"Please select a unit first" on the Mileage tabThe case has no unit, or the unit was selected but not saved. Go to the Case tab, choose the Repaired Unit, and click Save Header.
"Please select and save a unit before creating a workbench"Same cause. Select the Repaired Unit on the Case tab and click Save Header, then create the workbench.
My changes to the header disappearedHeader fields save only when you click Save Header. Switching tabs does not save them. Re-enter the changes and click Save Header.
A unit I need is not in the Repaired Unit listClick the New badge beside Repaired Unit and create the unit from its VIN.
A VIN lookup returns nothingCheck the VIN for typos. VINs are 17 characters and never contain the letters I, O, or Q — those are easily confused with 1 and 0.
My saved view is not loading on openLoad the view and click Set Default. A Default badge appears next to it in the dropdown.
The view name shows "(unsaved changes)"You have changed a filter, sort, or page size since loading the view. Click Save View to keep the changes in that view, or reload the view from the dropdown to discard them.
A date I typed into the list did not saveThe list expects a full date and time, for example 3/14/2026, 8:00:00 AM. Open the case and use the date picker on the Case tab instead.
I cannot edit somebody else's case noteNotes can only be edited by the person who wrote them. Post your own note correcting or adding to theirs.
A file will not uploadCheck the format and size against the table in the Files chapter. A message under the file box explains which limit was hit.
No cases are showing at allYour filters are probably too tight. Set Status to All and Range to 1 Year, then narrow back down from there.

Glossary

TermMeaning
CaseThe record of one repair event on one unit.
UnitA vehicle or piece of equipment in your fleet — tractor, trailer, truck, or other asset.
Secondary UnitA second unit involved in the same repair event, typically the trailer attached to the tractor.
Repair FacilityThe shop or vendor carrying out the work. Also referred to as Facility Location on the Case Search filters.
VendorA repair facility outside your own organization.
Saved ViewA named set of filters, sort order, and page size on Case Search, personal to your login.
StanceAn approval position — who can authorize work on a case and up to what amount.
Fault code / DTCA diagnostic trouble code reported by the unit, identifying a detected fault.
SPN / FMISuspect Parameter Number and Failure Mode Identifier — the two parts of a heavy-duty diagnostic code that together say what failed and how.
RegenRegeneration — the process that burns off soot collected in a diesel particulate filter.
PMPreventive maintenance — scheduled servicing carried out to prevent failures rather than in response to one.
Billing WorkbenchThe linked estimate, work order, and invoice for a repair, held as one connected document.
Maintenance BoardThe shared board of cases that need attention across the team.
Diesel DecoderThe Diesel Laptops device and service that decodes VINs and feeds fault data into RoadBays.
Three CsComplaint, Cause, and Correction — the standard structure for recording what was reported, what was wrong, and what was done.

Need More Help?

If something in Case Management is not working the way this page describes, email support@roadbays.com or submit a question from the Help page.