T3's Work Orders and Service Maintenance solution means digitizing service ticket creation, management, and completion. Organizing your Work Orders and Inspections can be completed by utilizing Service Tags. Once created and assigned to tickets, they will display in the description preview when reviewing your Work Orders or Inspections on T3's Service page.
Service Tags are customizable and created company-wide in T3 by an Owner or Manager role and can be added to a new or existing Work Order or Inspection to help understand the status, such as Waiting on Parts, Needs Filter, or Parts Ordered. Service Tags could also be used to indicate the priority level of the ticket, such as Critical, Medium, or Low.
Adding Company-Wide Service Tags in T3
Service tag management is limited to Managers, Owners, and any role designated in the Account > Company page on the T3 system. For more information, see Managing Service Access.
From the T3 Fleet web app, select Company in the left menu.
Select the Account tab across the top.
Scroll to the bottom of the page to see the Service Tags section.
Select the Create tag button.
Give the Service Tag a Name and select a color to code the tag.
Note: If the name already exists in the system, a warning will display.
Select Save once you are done.
The Service Tag is now added to the list. If you need to make changes to the tag, select Edit.
Tagging an Existing Work Order or Inspection
Now that the Service Tags are created for your company, it's time to add them to Work Orders or Inspections. You can add Service Tags to a ticket in a couple of ways.
Method 1
From T3's Fleet web app, select Service from the left menu.
See your list of existing Work Orders in the table. Open a Work Order by selecting the Work Order ID.
From the left panel of the Work Order, select + Add Tag.
Type the name of the Service Tag and then select it. It will be added to the ticket.
Note: When a Service Tag is added to a Work Order or Inspection, the user's name and when the tag was added will display in the Updates section of the Work Order.
Method 2
From T3's Fleet web app, select Service from the left menu.
See your list of existing Work Orders in the table. Hover over the Description column in the table for a Work Order. You will see an +Add Tag button appear.
Select the +Add Tag button, and a popup window will display with the option to type a Service Tag for quickly adding to the ticket.
Tagging a New Work Order or Inspection
From T3's Fleet web app, select Service from the left menu.
Select the New work order button (or New Inspection, if in the Inspections tab).
From the Create Work Order form, type a Service Tag in the Tags field. Select the tag to add to the ticket.
Once you select Create, the Service Tag will display on the Work Order or Inspection.
Tagging Upcoming Service
From T3's Fleet web app, select Service from the left menu.
Select the Upcoming Service tab.
Use the Branch Selector to open your branch's upcoming service.
Find the tags column from the Upcoming Service table and select Add Work Tag.
Search the tags and select one to add to the Upcoming Service ticket.
Removing Service Tags Company-Wide
Service tags can be removed from the system to maintain data accuracy and a clean environment. Service tag deletion can be done by Owner or Manager-level roles and users with permissions, as set up on the Company > Account page in T3. See Managing Service Access for more information.
Once Service Tags are deleted, they cannot be assigned to new Work Orders. Deleted Service Tags will no longer appear on the "Add Tag" list within a Work Order. However, any deleted Service Tags assigned to existing Work Orders in the past (before the selected tags have been deleted) will display unchanged under the Tags columns from the Service > Work Order and Upcoming Service tables.
From the T3 Fleet web app, select Company in the left menu.
Select the Account tab across the top.
Scroll to the bottom of the page to see the Service Tags section.
Use the search bar to find the service tags.
Select an individual tag and select Delete selected or the trash icon.
OR
Select multiple tags to remove in bulk, and select Delete selected.
A confirmation window will confirm the action. Select Delete to continue.
A message will display confirming the success of the deleted service tags.
