Search

The Search page allows you to search the system for a specific asset (by model, model, engine, VIN, serial, chassis ID, or unit #), depot name, case number, service request number, service event 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. 
• Customer/Phone: The Customer Name associated with the Asset and the Customer’s phone number. Note: this field only appears for Dealer teams that have customers. The phone number will appear as a clickable link allowing you to call the customer by clicking the phone number if you have tools installed to allow calling.
• City/State: The city and state for the Customer/Depot.
• Year: The Asset’s Year.
• Make: The Asset’s Make.
• VIN: The Asset’s VIN (Vehicle Identification 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.
• Serial: The Asset’s serial number.
• 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 in the 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.

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.