You need to be an Admin or Fleet Admin to create new customers. Read more about user permission and roles here
Keep track of your assets and the customers who use them
Get a walkthrough on how to register your customers and information surrounding them. Additionally, establish customer-asset mapping to gain a complete overview of asset allocation and ownership.
Note: This overview is to be used for your customers who do not have access to Trackunit Manager, but still need to be notified about important asset events, as well as for your own tracking of asset ownership.
If you have customer relationships established with companies who do have a Trackunit Manager account, consolidation of this data will come in future product development.
How do I create a new customer?
Log in to Trackunit Manager.
Go to the Customers page.
Click Create customer.
Follow the guided step-by-step flow:
Start with inserting company metadata, such as name, address, and phone number.
At the end of the form, choose the type of relationship you have with this customer from a predefined selection of segments (e.g., “Dealer”, or “Service provider”). If you don’t make a selection, the type will automatically default to “Other”.
Next, create a list of company contacts, specifying the person’s name, email address and phone number. This information can then be used to send notifications about asset events.
Lastly, review the information you have added.
Click Save.
💡 Tip: You can also add more contacts even after creating the customer.
Just select the customer, navigate to the Contact list tab, and click Add contacts in the upper-right corner.
How do I manage assets assignments?
Log in to Trackunit Manager.
Go to the Customers page.
Select any customer.
You will directly find yourself in the Assets tab.
Assign assets:
In the upper-right corner, click on Assign assets.
In the pop-up dialog, select the assets you want to assign to this customer.
Click Assign assets.
Unassign assets:
Select the asset you want to unassign.
Click on Unassign in the action panel bellow.
How do I edit customer information?
Log in to Trackunit Manager.
Go to the Customers page.
Select any customer.
Navigate to the relevant tab: Business units, Contact list, or Details.
Under Business units:
Select an existing business unit.
Click Edit in the upper-right corner.
Make the necessary changes.
Click Save to apply the updates.
Click Delete in the upper-right corner.
Under Contact list:
Select an existing contact.
Click Edit contacts in the action panel below.
Make the necessary changes.
Click Save to apply the updates.
Click Delete contacts in the action panel below to remove the selected contact.
Under Details:
In the upper-right corner, click Edit to enable changes for all fields.
When you are done, click Save.
If you want to delete the customer, click Delete in the upper-right corner.
This will also unassign any assigned assets and delete any contact and business units assigned to the customer.
💡 Tip:
Need more help?
Click on the Messenger icon in the lower left corner to get in touch with Customer Support.