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Individual Asset Servicing

Article on how to view, manage, and record maintenance programs, reminders, and service entries for an individual asset within Servicing Menu in the Asset View.

Purpose

The Servicing area on an individual asset brings together everything you need to manage maintenance for a single unit: what program it follows, which reminders are active, and what service entries have been recorded. Use this view to confirm servicing rules, check what’s overdue, and add line-by-line service entries.

How to get here

  1. Go to Assets and open the asset you want to manage.

  2. In the left sidebar, click Servicing (spanner icon).

You’ll land on a three-tab layout:

  • Programs – the service program(s) linked to this asset

  • Reminders – the active/due/overdue service reminders calculated from the program

  • Entries – the history of service entries recorded against this asset

At the very top you’ll see the breadcrumb (Assets → [Asset] → Servicing), and a compact action bar (icons for refresh/view/settings/share, depending on your permissions). The Back to Assets button returns you to the fleet list.

Understanding the screen controls

  • Tabs: Switch between Programs, Reminders, and Entries.

  • Search/filter (funnel icon): Filters data within the current tab (where available).

  • Refresh: Pulls the latest data from the platform.

  • Pagination & page size (bottom of tables): Choose how many rows to show (e.g., 100) and navigate pages.

  • Columns: Tables support sorting on most columns; hover for tooltips.

  • Side panels: Some values (IDs, links) open a side panel with more detail when clicked (varies by tenant configuration and permissions).

Programs tab (what rules apply)

What it shows

  • The service program currently applied to the asset, including metadata (name, description, created/updated by, IDs) and any linked schedules that define the service cadence (e.g., time-based, meter-based, or combo).

When to use it

  • Confirm the program in force before you add or investigate reminders/entries.

  • Check who created or updated the program and when, to validate recent changes.

  • Validate linked schedules if reminders look incorrect.

Screenshot 1 – Programs

  • Left sidebar: navigation for the asset (Snapshot, Asset Details, Activity, Metrics, Utilisation, Events, History Replay, Geofences, ERP History, Configuration, Servicing, Audit Logs).

  • Programs panel: read-only JSON view of the service program (name, linkedSchedules, counts, audit info).

Tip: If your tenant manages programs centrally (recommended), the Programs tab is read-only at the asset level. Program edits are typically done in the servicing configuration area, not here.

 

Reminders Tab (what’s due/overdue)

What it shows

A table of calculated reminders for the asset based on its program & schedules. Typical columns:

  • ID – the unique reminder ID

  • External – an external reference (if synced from ERP)

  • Schedule Name – the schedule that generated the reminder (e.g., Road Vehicles)

  • Program Name – the service program the reminder belongs to

  • Type – reminder driver (e.g., Time, Meter, or Combo)

  • Current Meter – the meter value Perspio used to calculate due/overdue (km/hours)

  • Last Service – last completed entry linked to this reminder (or No Entry)

  • Next Service – the next due threshold (e.g., 1 year or -153,045 kms meaning overdue by that amount)

  • Status – DUE, OVERDUE, or OK

How to use it

  • Sort by Status to bring OVERDUE items to the top.

  • Open the Schedule Name or ID to inspect reminder detail (tenants with side-panel detail enabled).

  • Compare Current Meter and Next Service to understand whether the reminder is time-based, meter-based, or both.

Screenshot 2 – Reminders

  • Two Combo reminders are shown with OVERDUE status.

  • Current Meter shows the odometer Perspio used for the calculation.

  • Last Service indicates there’s no previous completion recorded for these reminders.

Tip: If Current Meter looks wrong, verify the asset’s Meters (Run Hours/Odometer) and the meter source (Device / Customer / Perspio) from the asset’s Metrics/Meters view. Reminders use the active meter source.

Entries tab (what has been done)

What it shows
A table of service entries recorded for this asset, typically populated by technicians or via ERP integrations.

Common columns:

  • ID – the entry identifier

  • External – ERP/external reference

  • Odometer / Run Hours – meter values captured at the time of service

  • ServiceReminder – the reminder this entry closes out (if linked)

  • Serviced Date – the actual service date

  • Serviced Type – the kind of service (e.g., A-Service, Inspection)

  • Serviced By – who performed it

Key control – Add Entry

  • Click Add Entry (top right) to record a new service.

  • Provide the date, type, technician, and meter readings; link it to the relevant ServiceReminder if you are closing that reminder.

  • Saving the entry will update the Reminders tab (e.g., set Last Service and recalculate Next Service).

Screenshot 3 – Entries

  • Shows two entries linked to reminders; meter readings captured.

  • Serviced By identifies the technician; Serviced Date is No Entry (not provided) in the example.

Tip: Always record meter readings with the entry. This anchors reminder recalculation and prevents negative or unrealistic “Next Service” values.

 

 

Typical workflow

  1. Confirm rules – Open Programs to verify the program and linked schedules.

  2. Prioritise work – Go to Reminders, sort by Status, and focus on OVERDUE.

  3. Complete service – In Entries, click Add Entry, capture meter readings, set date/type, and link the matching ServiceReminder.

  4. Validate outcome – Return to Reminders; verify Last Service is populated and Next Service recalculated.

  5. Investigate anomalies – If reminders don’t look right, check the asset’s Meters (and their sources) and the program’s linked schedules.

Troubleshooting

A reminder shows a huge negative “Next Service”.

  • The meter captured in the last entry is lower than today’s Current Meter, or the reminder has never been closed. Add/adjust the Entry with correct meter readings and link the correct Service Reminder.

Entries are not closing reminders.

  • Make sure the entry is linked to the correct Service Reminder and the Serviced Date falls within the schedule logic (e.g., after last due point).

Reminders look wrong for the asset.

  • Check the Programs tab to ensure the correct program and schedules are attached to this asset.

  • Validate the meter source active for this asset (Device/Customer/Perspio) in the asset’s meter view.

I can’t add or edit entries.

  • You may not have permission for servicing updates. Contact your administrator.

Best practices

  • Capture meter readings on every entry; use the same units across your fleet.

  • Keep service programs centralised and version-controlled; avoid ad-hoc per-asset edits.

  • Reconcile ERP and Perspio servicing by using External references on entries and reminders.

  • Review OVERDUE weekly; export reminders (if enabled) for workshop scheduling.