Note: This article is for Manager Classic. Read more about Service Management in Trackunit Manager here
To set up a service you first need to set up a Client in Manager Classic. See how to do that below.
Set up Client
Sign in to Trackunit Manager
Go to Manager Classic
Go to Settings
Go to Clients
Click Add
Fill in what company will do the service, either internal or external and click Save
Click on the newly created Client
Click on Add
Fill in contact information to the one who will do the service and Save
Note: it is important that an e-mail is added. This is how the notification is sent out.
Set up service
Go to Manager Classic
Click on Service
Select the machine you want to create a service on
Click Add service
Add service on either hours, KM, or Regular service. You can also add both hours and KM or Regular service
Choose how many hours before a service is due you want the notification email to be sent
You can add a Service note if you like. Select Include service note in service e-mails to attach any Service note to the notification e-mail
You can also attach service document. See how to upload service documents to Trackunit Manager here
Click Select client and choose the contact who should receive the service notification e-mail and press Save to save and exit
If you can’t access the service module, make sure you have the right settings in your user profile. See how to control user rights here
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