Maintenance Overview

Add a New Active Recurring Maintenance Reminder

1. Select the orange button that says ‘ADD NEW REMINDER.’

2. If the vehicle or asset has a tracker associated with it, be sure that 'Tracker' is selected under the 'Type' heading.
   • Select the question below for instructions on how to set up service reminders for items without trackers.
3. Choose the tracker group and tracker for which you want to set a reminder from the dropdown menu.
4. Choose a service type.
   • You may also select 'Add/Edit Service Type' to create a custom service type. Type the description in the text box, and click 'ADD' and ‘CLOSE.’ The custom type created will now be selectable in the dropdown.
5. Choose the type of reminder based on the appropriate data collected by your tracker type: time based, mileage (odometer) based, asset engine hours based or usage hours based. Complete the required information for the correct chosen data and tracker type.

5. Enter email addresses or cellular phone numbers to automatically receive the maintenance reminder alert. If needed, add a new line for each address or phone number required by clicking the ‘plus sign’ symbol for any additional recipients that need the automated reminder.
6. Click ‘SAVE.’

Copy an Active Maintenance Reminder

This allows for the copying of current active reminders to be duplicated from one tracker to multiple trackers in a single action. Copy reminders can be initiated from the active reminders tab or the maintenance history tab either one

1. Click 'Maintenance' in the main navigation.
2. Click the ‘Copy Reminders’ button at the top of the screen.
3. Choose the tracker and maintenance items to copy reminders from and choose the tracker(s) to which reminders should be copied over to.
4. Select the reminders to copy. Click 'SAVE.'

5. Click the maintenance reminder's edit (pencil) icon under Edit, then edit the 'Next Due' information to adjust and bring your automated active recurring reminder up-to-date for each tracker that should be changed accordingly for accuracy. Then, click ‘SAVE.’

Sort, Find and Edit Existing Active Reminders.

1. To edit an existing active reminder. Already existing active reminders are automatically sorted by ‘Next Service Due’. Meaning items are in order soonest at the top to latest at the bottom. Note* The exception is if there are any ‘overdue reminders’, with the longest overdue being sorted first.  Priority after ‘next service due’ is then any upcoming services after that. If reminders have the same priority, they are sorted alphabetically by tracker or item name. Search for tracker(s) or item(s) by name to locate what you'd like to edit easier.

How to delete an existing recurring active Maintenance Reminder

1. To remove an existing reminder, click the delete (trash can) icon under Delete. Then click 'DELETE' to confirm.

Sort, View, Edit and add attachments to Maintenance History items.

1. Click 'Maintenance' in the main navigation.
2. Click 'Maintenance History' on the left side of the maintenance screen.
3. Here, you'll see all the documented maintenance events in the date range, tracker group (if applicable) and service type selected in the filters below the section menu. Columns here allow users to see who originally completed each maintenance service in the ‘Completed By column’. Administrator users can view, add, edit and update notes or upload attachments directly in Maintenance History for any completed active recurring maintenance reminders and any completed one time service events.

Create and document One-Time Maintenance Service Events and add their attachments.

1. Click 'Maintenance' in the main navigation.
2. Click the 'CREATE ONE-TIME SERVICE EVENT' button in the top section of the maintenance screen.
3. If the vehicle or asset has a tracker associated with it, be sure that 'Tracker' is selected under the 'Type' heading. If the item does not have a tracker, select ‘Other Item.’ 
4. Select the tracker or item for which you are documenting a one time maintenance service event.
5. Select the service type in the dropdown. 
   • You may also select 'Add/Edit Service Type' to create a custom service type. Type the description in the text box, and click 'ADD' and ‘CLOSE.’ The custom type created will now be selectable in the dropdown.
6. Enter any other relevant information, attachments, notes, pictures, invoices etc to the one time service fields in the pop-up window.
7. Click ‘SAVE.’ After saving, attachments are associated with the related tracking device. Then, the one time maintenance service record attachments can then be accessed in the Maintenance History section.

Learn More About Maintenance

• Maintenance History
• Maintenance Reminders