Book a service in Service Management to tag scheduled services and focus on unscheduled ones. This helps you prioritize urgent maintenance tasks efficiently.
Booking a service in Trackunit Service Management allows you to schedule planned maintenance for an asset before it becomes overdue, allowing you to focus on the urgent matters.
You should book a service when you know when the work will be carried out or want to assign responsibility and plan capacity. Booking clearly marks the service as scheduled, improves visibility across your fleet, and helps ensure maintenance is completed at the right time.
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
Book a service on an asset
From Trackunit Manager, navigate to the Service Management app.
Click on the asset you want to book a service for.
In the Upcoming services panel, you can scroll up and down to find the service you want to book.
Click Book next to the service you want to book.
5. Select a date for the scheduled service 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 within the Service tab of Asset Home. Learn how to navigate in Asset Home, here
Booking a service automatically removes it from the Attention List (bell icon in the lower part of the navigation bar on the left). Learn how to work with the Attention List, here
Remove a booked service
You can cancel a booked service if needed.
From Service Management, click on the asset with the booking you want to remove.
In the service window, click Cancel booking next to the service you want to cancel.
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.
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