Skip to main content

How do I book a service for an asset?

Book a service in Service Management to tag scheduled services and focus on unscheduled ones. This helps you prioritize urgent maintenance tasks efficiently.

Updated over a week ago

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

  1. Log in to Trackunit Manager

  2. Go to the Service Management app

  3. Select your asset from the Overview table

  4. Click Book for the specific service you want to schedule

  5. 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.

  1. Click on the Service Management app

  2. Select your asset from the Overview table

  3. Click Cancel booking for the relevant service

  4. 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.


Did this answer your question?