Service Management is available on the Evolve, Expand, Lift & Leap pricing plans. Learn how to use Service Management, here
Furthermore, you need to be an Admin or Fleet Admin to book a service. Read more about user roles here
The Book feature in Service Management lets you tag services once they’re scheduled with the customer. This helps you quickly identify which services are still unbooked and require attention.
You can also filter the list to find services that need immediate action.
Book a service
Log in to Trackunit Manager
Go to the Service Management app
Select your asset from the Overview table
Click Book for the specific service you want to schedule
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.
Note: The booked service will also appear under Upcoming Services and in Service History within the Services tab of the Asset’s Home.
Booking a service automatically removes it from the Attention List (bell icon in the lower part of the navigation bar on the left).
Remove a booked service
You can cancel a booked service if needed.
Click on the Service Management app
Select your asset from the Overview table
Click Cancel booking for the relevant service
Confirm by clicking Cancel booking again
Note: After you have cancelled the booking:
The Booked tag will be removed from the Overview table
If the service is overdue or upcoming, it will reappear in the Attention List
💡 Tip:
Need more help?
Click on the Messenger icon in the lower left corner to get in touch with Customer Support.