Mastering Manager
When you manage machines for multiple customers, keeping everything organized can become a challenge. Trackunit Customers gives you the structure to assign assets, manage contact info, and maintain clean customer data—all from a single view.
This feature is designed to help you keep your operational and commercial workflows in sync. With Customers in Trackunit Manager, you can assign machines to specific accounts, view their usage, and maintain clear boundaries between customer groups. This makes it easier to support service teams, generate customer reports, and provide usage visibility to key contacts.
Accurate customer information also helps improve filtering across Trackunit Manager. Whether you’re sorting assets by region, job type, or fleet size, having well-tagged customer data ensures you can find what you need quickly. It also supports more precise alerts and notifications tied to individual accounts.
Assigning and unassigning assets is fast and flexible. You can search using filters or keywords, assign in bulk, and make changes at any time. More importantly, this assignment is not the same as a transfer of ownership or visibility. It simply helps you organize who uses what—without impacting system permissions.
Customers also improves collaboration. Teams can keep key contacts up to date, track account history, and ensure everyone has access to the most relevant data. This creates a more consistent experience for both internal teams and the customers you support.
With Trackunit Customers, managing accounts becomes less about juggling spreadsheets and more about unlocking visibility. It’s a smarter, faster way to organize your fleet.
To learn more about using Trackunit Customers to streamline operations, visit the Trackunit Help Center or explore more in the Mastering Manager series.
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