Basic Navigation

General

  • Google Chrome Download issues

    When working within Google Chrome and downloading PDF’s or other files they may not appear anywhere or they may get blocked due to settings within ...

Dashboards

  • 360° Dashboard Overview

    The 360° Dashboard gives users with the Executive role a quick 30 day round-up of reporting features that will help ongoing operations. The 360° Da...

Instant Search

Fleet

  • Fleet Instant Search

    The Fleet Instant Search gives the user the ability to search for a specific machine (like a Serial Number or Alternate ID) or a group of items (li...

  • Rentals Instant Search

    The Rentals Instant Search gives the user the ability to search for a specific Rental Contract or Rented Equipment. Each item in the list will show...

Operations

  • Parts Orders Instant Search

    The Parts Orders Instant Search gives the user a view of all Open parts sales orders, the ability to search for a specific item (like a Purchase Or...

  • Parts Order History Instant Search

    The Parts Order History Instant Search gives the user a view of all Invoiced and Cancelled parts sales orders, the ability to search for a specific...

Financials

  • Invoice History Instant Search

    The Invoice History Instant Search gives the user the ability to search for a specific invoice. Only invoices that are paid will appear in this vie...

  • Unpaid Invoices Instant Search

    The Unpaid Invoices Instant Search gives the user the ability to search for a specific unpaid invoice. Selecting an item in the Instant Search view...

  • Unapplied Payments Instant Search

    The Unapplied Payments Instant Search gives the user the ability to search for a specific unapplied payment. Unapplied payments can include both de...

Data Reports

Getting Started

  • Interactive Filtering of Report Data

    Every report available in the Customer Portal has the ability to interactively filter information depending on the visuals that are selected. Not e...

  • Using Tool Tips on Reports

    Report visuals are designed to give the end-user an overview of the health of their business, but in some cases the visuals don't provide exact to...

  • Using Maps on Reports

    Some reports also give a map view that supports particular data. Currently there are two different types of maps, Bing maps and Mapbox maps. Quick ...

  • Drill Down / Drill Up & Hierarchies on Report Visuals

    When a visual has a hierarchy, you can drill down to reveal additional details. The user will know this is available upon seeing more icons associa...

  • Focus Mode and More Options on Report Visuals

    Almost every visual element on a report will display small icons when the mouse cursor hovers over them. In most cases, these icons will display at...

Assets Report

  • Asset Overview Page - Assets Report

    The following article is a quick overview of the Asset Overview page, located in the Assets Report. Roles | Executive ✓ | Fleet ✓ | Operations ✗...

  • SMU & GPS Page - Assets Report

    The following article is a quick overview of the SMU & GPS page, located in the Assets Report. This page focuses on connected assets, and for a mor...

  • GPS History Page - Assets Report

    The following article is a quick overview of the GPS History page, located in the Assets Report. For more information about the user interface and ...

  • SMU History Page - Assets Report

    The following article is a quick overview of the SMU History page, located in the Assets Report. For more information about the user interface and ...

  • Fault Codes Page - Assets Report

    The following article is a quick overview of the Fault Codes page, located in the Assets Report. For more information about the user interface and ...

  • Fuel Burn Page - Assets Report

    The following article is a quick overview of the Fuel Burn page, located in the Assets Report. This page focuses on the fuel consumption of connect...

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Fluid Analysis Report

Operations Report

  • Parts Orders Page - Operations Report

    The following article is a quick overview of the Parts Orders page, located in the Operations Report. This page focuses on the parts ordering activ...

Financials Report

FAQ

Data

Account Management

About the Customer Portal

Troubleshooting

  • Configuring a Samsung Tablet with Multiple User Accounts

    To add multiple User Profiles to a Samsung Galaxy Tablet you will require a gmail account. (The same gmail account can be used with all users on th...

  • Office 365: How do I log in as another user?

    Finding Out Your Default Browser The below steps must be performed on the default internet browser. This is the browser that automatically opens wh...

  • Samsung Internet | Clear Cache

    If an App is failing to login, or the App has someone else's credentials saved to automatically login and you need to reset this, please follow the...

  • Microsoft Edge | Clear Cache

      If you ever need to delete/clear the cache in Microsoft Edge Browser then please follow these steps to do so.   Click on the 'Menu icon' represe...

  • Google Chrome | Clear Cache

    Windows / Mac OSX Shortcuts: Ctrl+Shift+Del (Windows) / Shift+Command+delete (Mac OSX)   Launch Google Chrome At the top right, click the men...

  • Internet Explorer | Clear Cache

    Windows Shortcuts: Ctrl+Shift+Del Select the Tools menu (via the Gear Icon) Drill down the Safety menu Click Delete browsing history... To ens...

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