You can create your own Service Provider Unit Number for Fleet Assets. This will help eliminate any frustrations that might arise when the unit number on an asset doesn’t match what’s in your business system.
How to Add a Provider Unit Number for a Fleet Asset?
To add a Provider Unit Number for an asset, edit a unit number on a local asset:
- From the View Asset page, select the asset you wish to edit.
- Enter a new value in the Service Provider Unit Number field.
- Click SAVE ASSET.
NOTE: The asset search results displayed on the search page will display both the Fleet Unit Number and the Provider Unit Number so that users can search by either one. It will also be displayed on the provider view of the Asset Listing page.
How the Service Provider Unit Number is Used
Setting a Service Provider Unit Number will have the following impact:
- Estimate PDFs that are visible to Fleet Users will display the Provider Unit Number.
- Export to RO will use the Provider Unit Number if one exists; if not, then the current Fleet Unit Number will be used.
- Fleet Users will only see their unit number when searching for an asset unless no unit number was present, then the Service Provider Unit Number will update to be visible to the fleet.
- The Fleet and Service Provider unit numbers will be visible on the Mobile version of Case.
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