Video Walkthrough

How to Add, Edit, Complete, and Delete Maintenance Reminders

Maintenance Overview

Add a New 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: time based, mileage based, engine hours based, or usage hours based. Complete the required information for the chosen type.

5. Enter email addresses or cellular phone numbers to receive the maintenance reminder alert, adding a new line for each address or number.
6. Click ‘SAVE.’

Copy a Reminder

1. Click 'Maintenance' in the main navigation.
2. Click the ‘Copy Reminders’ button.
3. Choose the tracker to copy reminders from, and the tracker to which reminders should be copied.
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 bring your reminder up-to-date. Click ‘SAVE.’

Edit an Existing Reminder

1. To edit an existing reminder, click the edit (pencil) icon under Edit, change any information, then click ‘SAVE.’

Delete a Reminder

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

View Maintenance History

1. Click 'Maintenance' in the main navigation.
2. Click 'Maintenance History' on the left side of the maintenance screen.
3. Here, you will see all the documented maintenance events in the date range, tracker group, and service type selected in the filters below the section menu. You may filter further by typing the name of any tracker or item in the 'Filter' text box on the right side of the screen.

Document a One-Time Service Event

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 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 to the service in the pop-up.
7. Click ‘SAVE.’

Learn More About Maintenance

• Maintenance History
• Maintenance Reminders