Mastering Manager: Creating and Assigning Service Plans

Published: 04. October 2024
By Michel Richer
Customer Marketing Manager
Trackunit Service Plan Management: How to Automate Maintenance Scheduling

Manual tracking of service needs can lead to missed maintenance—and that means downtime and lost productivity. That’s why Trackunit service plan management in Manager helps you automate this critical part of your fleet operations.

In this Mastering Manager video, we show you how to set up service plans, assign them to assets, and connect the right service providers to keep everything on schedule.

When you open the Service Management app in Trackunit Manager, you’ll see a complete overview of your fleet’s current service status. From there, you can quickly identify which assets are covered, what’s due, and what’s overdue. You can also customize your dashboard to focus on the most relevant service data.

Creating a service plan is simple:

  • Name your plan and add one or more services.
  • Choose service types such as time-based, hour-based, or calendar-based maintenance.
  • Set recurrence rules and warning periods (e.g., 50 hours before the next 500-hour inspection).
  • Combine service types for more flexible triggers.

Once your plan is ready, assign it to assets via the Assignments tab. You’ll also assign a service provider—either your own account or another authorized account within your organization. You can set different plan start dates per asset to align with previous maintenance schedules.

After assigning plans, Manager automatically tracks service cycles, provides alerts, and maintains a service history for each asset. You’re no longer guessing when to service equipment—you’re working with data.

For more tips, check out the rest of the Mastering Manager series or visit the Trackunit Help Center for detailed guides.

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