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How do I set up an email notification for services?
How do I set up an email notification for services?

Automatically send email notifications to relevant stakeholders when a service is upcoming or overdue.

Updated over a week ago

Service Notification is available on the Evolve, Expand, Lift & Leap pricing plans. Reach out to your Sales Representative for more information.

Create a new service notification

Before you begin, it is recommended that you assign a service plan to the assets you want to set up a service notification for, otherwise no emails will be sent.

Note: If a service is already in an overdue or upcoming state before the service notification is set up, it will not retroactively trigger an email for that service state.

Log into Trackunit Manager

  1. Click on the Service Management app.

  2. Click on Configuration in the upper right corner.

  3. Click on Notifications.

  4. Click on Create notification button.

  5. Enter a name for your notification and click Next.

  6. Select the notification type and click Next.

  7. Select the condition to trigger the email (Upcoming or Overdue).


    Note: If the service plan does not have a warning period set, then the Upcoming condition will never trigger an email.


  8. Select the assets for the service notification and click Next. You can select your assets by filter parameters or for specific groups.


    Note: If you are setting up a service notification for a group of assets, any new assets added to the group will also automatically get added to the service notification.


  9. Select the subscribers who should receive the email and click Next. You have the option to select Users or Contacts. Users are those that have access to your Manager account and Contacts are the list of users from your Customer list. Learn how to create and manage Customers here

  10. Optional: You can add a custom note that will be included in the service notification. Click Next.

  11. Review your configuration and click Save.

Edit/Pause a service notification

You can edit your service notification at any time or pause your service notification if you do not want emails to be sent but do not want to delete the service notification.

Edit a service notification

Log into Trackunit Manager

  1. Click on the Service Management app.

  2. Click on Configuration in the upper right corner.

  3. Click on Notifications.

  4. Click on the three dots next to the the notification that you would like to edit.

  5. Select Edit to change any of the parameters of the notification.

  6. Navigate to the section that you would like to edit and make the necessary changes.

  7. Click on Review & Save or click Next until you get to the review page.

  8. Review your changes and click Save.

Pause a service notification

Log into Trackunit Manager

  1. Click on the Service Management app.

  2. Click on Notifications.

  3. Click on the three dots next to the the service notification that you would like to pause.

  4. Select Pause if you want to deactivate the service notification.

  5. Confirm your choice and click Pause.

  6. The service notification status will change to Inactive.


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