The 'Book a Service' feature enables you to tag services once they are scheduled with the customer, allowing you to concentrate on those services that are not yet booked. Additionally, you can filter the list of services to easily identify and prioritize those requiring immediate attention.
Service Management is available on the Evolve, Expand, Lift & Leap pricing plans. Reach out to your Sales Representative for more information.
You need to be an Admin or Fleet Admin to create a service plan. Read more about user roles here
Book a service:
Log into Trackunit Manager
Click on the Service Management app
Click on your asset from the Overview table
Click on Book for the specific service you would like to book
Select a date for the booking and click Book
That service is now booked and will have a “booked” tag in the Overview table in Service Management.
The booked service will also apear in the Service History section of Asset Home (click on the asset → Service → Service History).
Booking a service will also remove the service from the attention list (the triangle icon at the top of all Trackunit Manager pages)
Remove a booked service:
You can also remove the booked service if needed.
Click on the Service Management app
Click on your asset from the Overview table
Click on Cancel booking for the specific service
Confirm the cancellation by clicking Cancel booking
Cancelling a booked service will remove the tag “booked” in the Overview table in Service Management and add the service back on the attention list if the service is overdue or upcoming.
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