Use the asset console to stay on top of changes related to an asset, track its major milestones, and capture key details. While the vehicle console is designed specifically for vehicles, the asset console is useful for all types of assets, including parts and accessories.
Required Editions
| Available in: Enterprise, Unlimited, and Developer Editions. |
The default Asset console has the following predefined tabs.
Overview
The Record Alerts component shows timely warnings, information, and notifications. Service technicians and customer service representatives can offer proactive suggestions to the customers.
The Milestones component shows the key milestones of an asset. Service technicians and customer service representatives can drive personalized communication with customers based on major asset milestones. They can hover over a milestone to see its details and initiate actions such as creating an action plan or logging a call.
The Timeline component shows a chronological list of work orders and work order line items related to an asset. You can customize the predefined timeline to show information like cases, service appointments, and warranties related to an asset.
Details
Depending on which fields your admin adds to the Asset page layout, you can view critical details about an asset, such as its serial number, quantity, price, and product. Service technicians and customer service representatives can see when the asset was installed or purchased.
Cases
Service technicians and customer service representatives can track all cases related to the asset. They can also create a case directly from the Asset page.
Repair Orders
Service technicians and customer service representatives can track all work orders related to the asset. They can also create a work order directly from the Asset page.
Warranties
Service technicians and customer service representatives can track all warranties related to the asset. They can also create an asset warranty directly from the Asset page.
Claims
Service technicians and customer service representatives can track all claim items related to the asset. They can also create a claim item directly from the Asset page.
Assets
Service technicians and customer service representatives can track all assets that are marked as replacements, upgrades, or crossgrades for the asset. They can also create related assets directly from the Asset page.
Actions & Recommendations
The Actions and Recommendations component shows all actions and recommendations that the admin configures using an action deployment. Service technicians and customer service representatives can complete their work quickly by launching frequently used actions and selecting the best recommendations.