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How do I get started in Trackunit Manager?
How do I get started in Trackunit Manager?

New to Trackunit Manager? Here is your walk-through of how to navigate in the top and side bar menu in Trackunit Manager.

Updated over a week ago

Welcome to Trackunit Manager!

In this article you'll find a presentation of the main navigational points in Trackunit Manager. Scroll to the bottom for a Webinar by one of our Customer Success Manager for a thorough walk-through of Trackunit Manager.

Here’s what you will find in the top navigation:

1. Search bar: Find individual machines by various specification data (name, brand, model, type, VIN, etc.). You can also search for location and see your recent searches

2. Attention list: Your list of machines that need attention sorted by date. The machines listed here are the ones with critical events you have not reacted to yet

3. Help Center & Community: Find helpful articles about anything related to Trackunit’s products and services in the Help Center , our find and ask questions in the Trackunit Community.

4. Market place: Visit our Market place where you can find new apps to add to Trackunit Manager.

5. Notifications: Here, you will be notified if there are any requests that need your attention.
Read more about requests notifications, here

6. Profile with regional settings: Select your preferred language, time zone and system of measurement (Metric/US)

7. Filters: Filter your view according to sites, groups, assets and more.

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Here’s what you will find in the side bar navigation:

1. Home: Here you get the quick overview of your fleet with location shown on map (zoom in to get precise machine location), total number of machines in need of attention (regardless of whether or not you have reacted to the event yet), activity status and alerts

2. Fleet: Get the complete overview of your fleet including machine details, machine state, activity and location. Select your preferred visible values to customize your fleet list view.

💡 Tip: Want to go from fleet-level to individual asset level? Asset Home gives you all the possibilities to manage your individual machines. Click directly on the asset you want to look at from the Fleet list, and you will be presented with details such as location, activity and data insights. See how to navigate Asset Home here

3. Sites: Sites will give you an up-to-the-minute view of equipment location and status on each site that you have created, enabling you to complete projects faster and more efficiently. Read more about Sites, here

4. Reports: Generate reports to analyze your fleet’s performance. Identify machines operating more than expected and dig into how they are used. Monitor your machines’ whereabouts and how much they move on a daily basis. Read more about Reports, here

5. Exports: See and download your latest exports

6. Downtime Index: See if machine utilization is on the rise or fall in your region and globally. It is a compilation of weekly harmonized engine utilization changes. The changes are listed as index numbers to allow for quick international comparison (for Insight customers only)

7. Exceptions: If you suspect that your machines are used more than agreed upon, use this dashboard to quickly identify machines that violate specific contract criteria such as weekend usage (for Insight customers only)

8. Fleet Inventory: Use this dashboard to rightsize your fleet and monitor the quality of your specification data. The dashboard gives you an easy-to-grasp overview of the machines in your fleet allowing you to segment your fleet through specification data. (for Insight customers only)

9. Alerts: Set up the alerts you want to log as an event or be notified about. You can create new alert conditions, set up criticality, add machines to monitor, and who should receive the notifications.
Read more about the different types of Alerts and how to create them, here

10. Groups: Segment your fleet by grouping your machines, attachments, and tools. Zoom in on a particular set of assets and grant users access to only the assets relevant to them.
Read more about how to create Groups, here

11. Administration: Here you can manage and invite users as well as share visibility into assets or transfer ownership to partners
Read more about Admin settings, here

Depending on what pricing plan you have, and what role you are assigned in Trackunit Manager, you might see additional apps on the side bar navigation, such as Access Management, Service Management, Emissions Reporting, and Utilization.
Read more about these apps below:

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Webinar - Introduction to Trackunit Manager

Join Customer Success on a tour of Trackunit Manager in this recorded webinar. You'll get an introduction to core features of Trackunit Manager and learn how they can help you in your workday.

💡 Tip:

Need more help? Get support from the Trackunit Community
Find answers and get help from Trackunit Tech Support and Community Experts

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