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 to an asset
Log into Trackunit Manager
Click on the Service Management app
Click on Assignments
Select the asset(s) for which you would like to assign a service plan. You can use the filter parameters to narrow down your list of assets. You can also select all your assets
Click on Assign Plan
Select a service plan from the dropdown list.
Optional: You can assign yourself as a service provider by checking the box "Assign me as 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 a service provider to an asset that has a service plan
A service provider is required to complete the service configuration of your assets and you can support your organization by assigning the relevant accounts as providers.
An account must have visibility to the asset before it can be assigned as a service provider.
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 Assignments
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 Assign Provider
Select the account from the dropdown list and click Next
Select the service plan from the available list and click Next
Review your information and click Finish
Note: The dropdown list only contains accounts within your organization. If the account does not have visibility to the assets, you will need to grant visibility via Share & Transfer in the Administration app before you can continue the assignment.
Your assets are now fully configured and will be in the Overview tab.
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