Configure your assets at scale to start performing services efficiently. Assigning a service provider enables user on the account with the right user role to resolve services on the asset.
Service Management is available on the Evolve and Expand pricing plans. Reach out to your Sales Representative for more information.
You need to be an Admin or Fleet Admin to assign service plans. Read more about user roles here
Accounts in your service network are able to assign themselves as services providers to assets they have visibility to. See how to create a service network here
Assign a Service Plan
Log into Trackunit Manager
Click on the Service Management app
Click on Configuration
Click on Assign Service Plans
Select the asset(s) you would like to assign a service plan to. You can use filter parameters to narrow down your list of assets. You can also select all or multiple assets
Click on Service Plan Actions
Click on Assign Service Plans
Find and select the service plan you would like to assign the assets to
Optional: You can assign yourself as a service provider by checking the box "Assign me as a provider"
Click Add service plan
Your selected asset(s) now have the service plan assigned to them.
Note: A service plan is activated when it is assigned to the asset, however, it is not actionable until it is fully configured, which means that it also has a service provider assigned to it.
Assign myself as service provider on an asset that has a service plan
Note: You can only assign your own account as a service provider for a service plan.
You need to be an Admin or Fleet Admin to assign a service provider. See more about user roles here
Log into Trackunit Manager
Click on the Service Management app
Click on Configuration
Click on Assign Service Plan
Select the asset(s) for which you would like to assign a service provider. You can use the filter parameters to narrow down your list of assets. You can also select all your assets
Click on Service Provider Actions
Click on Assign Service Provider
Select the plan(s) for which you would like to assign yourself as the service provider
Click Assign service provider
Your selected service plan(s) are now assigned a service provider.
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