The service feature of T3 streamlines creating, assigning, tracking, and completing service tasks for asset maintenance and service repairs. With reporting and dashboard tools, you can monitor progress, check status updates, and ensure timely completion.
Within the Work Order table, you can customize and save the displayed information to save time when managing work orders. As a reminder, you can also export the data in the table, tags included.
Pre-Step: Creating Work Order Tags in T3
To organize your Work Orders and service tickets, you must create tags customized to your T3 platform.
For more information on setting up tags, see Using Service Tags for Organizing Work Orders and Inspections.
Some examples of tags that could be relevant to your operation are as follows:
Repair Complete
Internal
Service Call
Parts Are All In
Parts Ordered
Waiting on Parts
Oil Change
Needs Scheduled
With the tags created, you can add them to Work Orders and Inspections to categorize or organize the tickets.
Recommended Parts Manager Presets
Create preset filters to automate common tasks performed by Parts Managers. Save each filter as a preset with a unique name, and they will be available for reuse.
Creating a Parts Manager Preset
Access T3 Fleet's Service page and select the Table (Beta) tab.
Open Filters along the top.
You can customize the data displayed based on your operational needs using the filtered criteria. Here are some common Parts Manager workflows:
Parts Manager Workflows | Filters | Column Sorting |
Monitoring open work orders where parts are all in by most recently tagged | Tags: Parts Are All In Status: Open | Sort columns by Last Updated, New-Old |
Monitoring open work orders where parts are needed by most recently tagged | Tags: Parts Needed Status: Open | Sort columns by Last Updated, New-Old |
Monitoring open work orders where parts are needed by the oldest tagged | Tags: Parts Needed Status: Open | Sort columns by Last Updated, Old-New |
Monitoring open assigned work orders where parts are needed by the most recently tagged | Tags: Parts Needed Status: Open Assignment: Choose a technician | Sort columns by Last Updated, New-Old |
Save the filter by selecting Save as Preset, giving the preset a unique name.
The filter will be saved to Presets, which are available at the top of the Work Order table.
Recommended Service Manager Presets
Create preset filters to automate common tasks performed by Service Managers. Save each filter as a preset with a unique name, and they will be available for reuse.
Creating a Service Manager Preset
Access T3 Fleet's Service page and select the Table (Beta) tab.
Open Filters along the top.
You can customize the data displayed based on your operational needs using the filtered criteria. Here are some common Service Manager workflows:
Service Manager Workflows | Filters | Column Sorting |
Monitoring open service calls by most recently tagged | Tags: Service Call Status: Open | Sort columns by Last Updated, New-Old |
Monitoring open work orders where service is scheduled | Tags: Service Scheduled Status: Open |
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Monitoring open inspections by most recently tagged to see whether inspections are getting completed in a timely fashion | Select Inspection Status: Open | Sort columns by Last Updated, New-Old |
Monitoring all service calls on an asset to determine whether certain issues are repetitive or new | Tags: Service Call Status: Open, Closed, and Billed Asset Details: Specify Asset Category, Asset Class, Asset Make | Sort by the Asset Info column to sort by asset. The Description column describes the issue. |
Monitor open work orders for all shop technicians at your shop | Branch: Select your branch Assignment: Select all your shop technicians Status: Open |
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Save the filter by selecting Save as Preset, giving the preset a unique name.
The filter will be saved to Presets, which are available at the top of the Work Order table.