Trackunit

Explore and understand the navigation bar in Trackunit Manager so that you can get to the things that matter to you faster.

How to use the Navigation Bar in Trackunit Manager

Learn how to get the most out of the Map in Trackunit Manager and how you can customize it to your preference.

Using the Map in Trackunit Manager

Learn how to use the Attention List in Trackunit Manager to identify assets and events that require your review.

How do I work with the Attention List in Trackunit Manager?

Learn how to use Search most effectively to locate assets or sites.

Using Search in Trackunit Manager

Learn how to navigate and customemize tables across Trackunit Manager.

Customize and work with tables in Trackunit Manager

All you need to know to get the most out of Trackunit Manager

Trackunit Manager

Learn how to build, edit, and manage your own personal Home in the Home page of Trackunit Manager.

How do I create personal Homes on my Home page?

As an account Admin, you can create and assign Homes for different user roles.

How to create admin-assigned Homes for different user roles?

Learn how to manage and and customize your Trackunit homepage

Home

Explore your assets in Asset Home: View utilization, events, telematics, and key performance insights.

How do I navigate in Asset Home?

Knowing the location of an asset at a particular point in time is important when checking up on routes, arrival times, or potential theft.

How do I work with Movement in Asset Home?

Track and document high-impact events and get the approximate location where they occurred on your asset.

How do I work with the insight “Impact” in Asset Home?

Insights give you data across different connectivity setups, including CAN, to help you perform remote diagnostics on individual machines.

How do I work with Insights in Asset Home?

Rename your device and add specification data to help identify your assets and enrich your analytics in Trackunit Manager.

How do I add or edit specification data?

Learn how Precision Usage with OEMs offers deeper insights into true productivity and utilization of machines.

How do I view Precision Usage & Machine Productivity in Trackunit Manager?

Use Additional Standard and Custom Fields to add metadata and keep your assets structured and easy to manage.

How do I add metadata to assets in Trackunit Manager?

Working with groups helps you organize and segment your assets to match your operational structure.

How do I work with Groups in Trackunit Manager?

Learn how Trackunit defines and calculates the asset activity states: Working, Idling, Stopped, and Unknown.

What are the asset states for activity?

Learn how to add notes to your asset directly in Trackunit Manager.

How do I add notes to an asset?

Learn how to hide your assets in Trackunit Manager.

How to hide assets in Trackunit Manager

Learn how to export asset data from the Assets page using either quick exports or legacy exports.

How do I export asset data?

Learn how to execute remote commands for assets equipped with a TU700 or a M7 device. The OEM or rental configures the commands, you execute them.

Execute Remote Commands for TU700 and M7 devices

Learn how to navigate and utilize the Asset app and Asset Home in Trackunit Manager to create the overview you need

Assets

Sites will give you an up-to-the-minute view of asset location, enabling you to complete projects faster and more efficiently.

How do I work with Sites in Trackunit Manager?

You can use site permissions to give users access to all assets associated with a specific site.

Manage user access to assets on a site

Learn how to view both a summary of the total emissions for a site, and a summary of emissions for each asset on a site.

How do I view overall site emissions?

Learn how to add images to your site directly in Trackunit Manager.

How do I upload images to a site?

Learn how to use Sites in Trackunit Manager to get an instant overview of asset location and status

Sites

Learn how to use Customers to consolidate your customer data in one overview

How do I manage customers in Trackunit Manager?

Learn how to set up a Customer Home, the landing page your customers see when they access your Portal.

Create and share Customer Homes

Learn how to create and configure branded Portals to share data, documents, and insights with your customers.

Create and a branded Portal and assign it to Customers

Learn how to set up reusable portal templates that you can use for multiple customers.

Manage Portal templates

Learn how to create a branded theme that you can apply to portals, ensuring a smooth and consistent on-brand look.

Create a branding theme for your Portal

Learn how to manage Customers and Portals in Trackunit Manager

Customers

Learn how to use Reports in Trackunit Manager, and get an overview of the different report types and the business needs they serve.

How do I work with Reports in Trackunit Manager?

As a fleet manager you'll want to track the whereabouts of machines and monitor their performance across different brands, types and models.

How do I generate a Utilization Report?

Get an overview of daily activity based on your connected inputs with the Activity Report.

How do I generate an Activity Report?

When leasing machines to customers under various agreements, rates and durations Rentals must track this data to bill customers accordingly.

How do I generate an Operations Report?

Use the Exception Report to detect out-of-contract use of your assets.

How do I generate an Exception Report?

Document theft, accidents, and other incidents with the Incident Report.

How do I generate an Incident Report?

Visiting service depots and moving around large construction sites leads to a lot of traffic that you can capture in the Trip Report.

How do I generate a Trip Report?

Use the Service Due Report to generate a list of assets that have services in either an upcoming or overdue state.

How do I create a Service Due Report?

Learn how to schedule reports and automatically send the right data and information to people both outside and inside of your organization.

How do I schedule a report?

Use Bulk search to easily include assets that live outside of Trackunit Manager when you generate reports in Trackunit Manager.

How do I use Bulk search to generate a report with assets outside of Trackunit Manager?

Learn how to generate Reports in Trackunit Manager to analyse your fleet's performance

Reports

Learn how to use Alerts in Trackunit Manager to receive notifications on important asset events.

How do I work with Alerts in Trackunit Manager?

Learn how to make changes to an existing alert, or how to deactivate or delete the alert.

How do I update, deactivate or delete an existing alert?

Set up Operational Alerts to be notified about your asset’s battery, fuel, or DEF tank levels.

How do I set up Operational Alerts in Trackunit Manager?

Set up a Site-based Theft Alert to be notified when assets move outside a site boundary to prevent unauthorized use of equipment or theft.

How do I set up Site-Based Theft Alerts in Trackunit Manager?

Movement-Based Theft Alerts notify you when movement is registred outside of the assigned working hours beyond a specified boundary.

How do I set up Movement-Based Theft Alerts in Trackunit Manager?

Set up Logistics Logging Alerts to be notified when certain assets depart or arrive at a site to track deliveries across your fleet.

How do I set up Logistics Logging Alerts in Trackunit Manager?

Set up Input Alerts to be notified when certain inputs turn on/off for your assets for an up-to-the-minute view of the operating status.

How do I set up Input Alerts in Trackunit Manager?

Set up a High Impact Alert when your asset’s g-force registers an unusually high value.

How do I set up High-Impact Alerts in Trackunit Manager?

Set up Telematics Device Alerts to get notified on device battery, power health, data transmission or potential mishandling of the device.

How do I set up Telematics Device Alerts in Trackunit Manager?

Advanced Operational Alerts unlocks the ability to alert on a broader range of Machine Insights.

How do I set up Advanced Operational Alerts in Trackunit Manager?

Learn how to use Alerts in Trackunit Manager to receive notifications on important asset events

Alerts

Learn about Emissions Reporting in Trackunit Manager and how it can help you meet your sustainability goals.

​​​​What is Emissions Reporting?

Use the Emissions Reporting app to monitor fuel use and the related CO2 emissions, track usage hours, and assess energy consumption.

How do I work with Emissions Reporting in Trackunit Manager?

Learn about how the Data Source Score can help you improve the data that is used to calculate emissions, and how you can improve the score.

What is the Data Source Score in Emissions Reporting?

Read about how emissions estimates are calculated in the Emissions Reporting app to better understand your emission patterns.

How are emissions estimates calculated?

Use the Emissions Overview Dashboard to get full clarity on the environmental performance of all the assets across your fleet.

Get an Overview of Key Emissions Metrics

Learn where your emissions data comes from, what affects it, and how to make sense of what you see.

Understanding your Emissions Data

Learn how to use Emission Reporting in Trackunit Manager to reach your sustainability goals

Emissions Reporting

With Service Management, you can maximize value from service and stay ahead of issues that could lead to downtime.

Service Management: Plan, Track, and Resolve Maintenance to Reduce Downtime

Stay on top of maintenance by creating and assigning Service Plans to your assets.

Create and customize Service Plans

Keep your machines well maintained by assigning services plans and service providers

How do I assign a service plan and service provider to an asset?

Resolve upcoming and overdue asset services when they have been completed.

How do I resolve services on an asset in Trackunit Manager and Trackunit Go?

Service Prediction is a powerful feature within Service Management to improve handling of service requests and optimization of resources

What is Service Prediction?

A service network lets you share service plans with sub-accounts, enabling them to resolve services for assets they have visibility to.

How do I create a Service Network?

Activate service plans at the correct time to ensure services are scheduled accurately.

How to change the start date of your Service Plan in Trackunit Manager

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

How do I set up an email notification for services?

Book a service in Service Management to tag scheduled services. This helps you prioritize urgent maintenance tasks efficiently.

How do I book a service for an asset?

Learn how to publish an official OEM service plan so that asset owners can assign it to their assets.

How do I publish or unpublish an official OEM  Service Plan? (OEM Only)

Learn how to assign official OEM service plans to your assets to follow official OEM recommendations for services by asset brand and model.

How to Assign an Official OEM Service Plan to an Asset?

You can edit resolved services in your service history to correct errors or update when a service was performed.

Edit resolved services in your service history

Learn how to use Service Management in Trackunit Manager to stay on top of maintenance 

Service Management

Learn how to use the Device Health app to monitor and troubleshoot device connectivity in Trackunit Manager.

Getting Started with Device Health

Learn how to use Device Health in Trackunit Manager to self-diagnose and resolve telematics issues

Device Health

With My Network app you can self-diagnose and resolve telematics issues and increase the device health for improved uptime and stability.

How do I read the overview in My Network app?

Assess severity and troubleshoot directly from the Devices list in My Network app.

How do I troubleshoot devices using My Network app?

Configure the cards on the My Network overview and get the information you need to improve device health and eliminate downtime.

How do I read and configure the cards in My Network?

Tailor the Devices list to your preferred view, troubleshoot issues, and perform device actions directly from the list.

How do I use the Devices list in My Network?

Get an overview of the different types of telematics devices you have, which devices have been replaced, or which CAN profiles are in use.

How do I read the Inventory tab in My Network app?

With the Data Feeds tab in the My Network app you can self-diagnose and resolve issues with your data feeds to improve uptime and stability.

How do I use the Data Feeds tab in My Network app?

Learn how to use My Network in Trackunit Manager to self-diagnose and resolve telematics issues

My Network 

The Utilization app can help you get the details on utilization hours reducing the need to call around to job sites.

How do I use the Utilization app in Trackunit Manager?

Utilization allows you to better understand your fleet. Learn how to read the utilization data that is gathered by Kin and Spot devices.

How does Utilization work for Kin and Spot?

Learn how to use the Utilization app in Trackunit Manager to track how your fleet is being used

Utilization

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Trackunit Manager

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