This guide explains how to use the ActivateOS providers to monitor customer's upcoming maintenance schedules. It provides a step-by-step process to navigate the system, understand the status of each piece of equipment, and take necessary actions.
Start by accessing the maintenance section of the system.
Step 1: Navigate to the maintenance section of the system.
This section provides detailed information about each piece of equipment with an upcoming PM, including the next maintenance interval, current meter or date, due date, and status.
Step 2: Review the status of each piece of equipment.
The status could be 'Not started', 'Assigned', or 'Awaiting approval'. 'Not started' indicates that the maintenance has not been scheduled. 'Assigned' means the maintenance has been assigned to a mechanic or a third party. 'Awaiting approval' signifies that the maintenance has been completed and is waiting for customer's approval.
If you wish to assign a PM to your company, click on the row with the status of Not started.
Step 3: Click on the equipment row to schedule a maintenance.
This will navigate to the equipment page where you can see the details of the upcoming maintenance.
Step 4: Review the details of the upcoming maintenance.
Step 5: Click on the red icon to take action.
This will open a screen where you can create an opportunity for your dealership or create a service ticket.
Step 6: If you want to view a PM that has already been assigned, navigate back to the Maintenance page. Select a PM with a status of 'Assigned'.
You will be navigated to the equipment page where you can see who the maintenance has been assigned to. If the PM has been assigned to your company and the work has been completed, you can click on the 'complete' button to notify the customer.
