How to Find the Fleet order?

How to Process a Unit Through Repair & Service

Once a unit has been sent to service, follow these steps to work it through the repair process.

1. Find the Service Order

  1. Go to Orders.
  2. Click Repair & Service.
  3. Select the Assessment tab.
    • Do not look under Pending or Received.
  4. Fleet service orders will appear in the order list.
  5. Fleet orders will:
    • Start in Assessment.
    • Display the unit’s Category and SKU where the customer name normally appears.
    • Show a Fleet tag next to the status.
  6. You can also use the Customer / Fleet filter to find the unit.
  7. If a service tag was printed, scan the service tag barcode from the order list to open the service order directly.

Next: Open the service order to begin the assessment and repair process.

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