Search

This page gives you the ability to quickly search for an Asset, Customer/Depot, Service Event Number, Service Request Number, Case Number, or RO Number.

You can search using any of the following: Asset Make, Model, Engine, VIN, Serial Number, Chassis ID, Unit Number, Depot Name, Service Event Number, Service Request Number, Case Number, or RO Number.

Type at least 1 character to search by Unit Number, or at least 3 characters for any other field.
Serial Number, Chassis ID, and Engine match text anywhere in the field. All other fields match from the beginning of the field.

Matching results display the matched text in bold.

If you check "If the result matches a case number, open case page" and your search exactly matches a Case number, that Case opens automatically in a new tab.

The following fields will be displayed:

• Account: The account number associated with the Asset. Note: this field only exists for Fleet teams that have Depots.
• Depot/Phone: The Depot Name associated with the Asset. Note: this field only appears for Fleet teams that have Depots. 
• City/State: The city and state for the Customer/Depot.
• Year: The Asset’s Year.
• Make: The Asset’s Make.
• Engine: The Asset's Engine.
• VIN: The Asset’s VIN (Vehicle Identification Number). 
• Serial: The Asset’s serial number. This will appear as a clickable link if you have permission to the case account and will open the Asset details page for the asset.
• Chassis ID: The Asset’s chassis ID.
• Unit #: The Asset’s Unit Number.

• Alerts: If the unit has any active alerts, a number will appear in this field with a drop-down to show the active alerts. 

  

• Service Events: Any service events in a status of Draft, In Progress, or Canceled will appear here. Clicking the Service Event will open the Service Event page.
• Service Requests: Any service requests with a status of Pending, Accepted, and Canceled will appear here. Clicking the Service Request will open the Service Request in a new tab.
• Cases: Any cases that are not closed will appear here with the repair and fleet status. Clicking the Case will open the Case in a new tab.
• Create Service Event: A calendar icon, when clicked, will allow you to create a new service event for the asset.

Column Visibility and Column Order

To show/hide and reorder columns, click the gear icon next to the Table view icon. This displays the Visible/Hidden columns dialog. 

To change a visible column to hidden, click the column you want to hide. To make a hidden column visible, click the column you want to make visible. To re-order the visible columns, click and hold the column and drag it to the new location and release. Once all changes are complete, click the Apply button to apply the changes.

List View

The results are displayed in a table view but can be displayed in a list view by clicking the preference icon in the upper right corner. 

In the Table View, columns with blue arrows can be clicked to sort by that column in ascending or descending order.