Eliminating downtime means ensuring your assets are serviced in a timely manner and so it is important that your stakeholders are also informed of when services are due.
However, not all your stakeholders may have access to the Service Manager app and that’s where the Service Due Report can be a handy tool to notify your stakeholders of when services need to be performed on assets.
The Service Due report is available on the Evolve and Expand pricing plans. Reach out to your Sales Representative for more information.
You need to be Admin, Fleet Admin, or Technician to create a Service Due report. Read more about user roles here
Generate the report
Select the Reports app in the left menu bar
In the Reports screen, click on the Service Due Report
Select if you want to filter the report by All machines, Groups, Machines, or Owners.
Depending on the filter selected, you may be asked to filter even further:All machines: entire fleet
Groups: groups that you have created or have visibility to
Machines: select specific machines
Owner: designated owner of the machine in Trackunit Manager
Sites: Sites that you have created or have visibility to
Select the service status for the report (Upcoming/ Overdue)
Click Generate Report
Reading the generated report
When you generate the report you will see the filtered list of assets and the service plan that is either in the overdue or upcoming state. You can also see detailed information of the service such as, type of service, when the service is due, overdue by (if overdue) and the current state of the asset.
Schedule the report
Once you have generated the report you can schedule it to be sent to people inside and outside your organization at a defined frequency. See how to schedule a report here
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