---
title: Individual Asset Servicing
description: 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.
---

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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.

![](https://help.perspio.io/hs-fs/hubfs/undefined-Nov-04-2025-04-52-48-9156-AM.png?width=670&height=332&name=undefined-Nov-04-2025-04-52-48-9156-AM.png)

>  

---

#### **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.

#### **![](https://help.perspio.io/hs-fs/hubfs/image-png-Nov-04-2025-04-57-54-4715-AM.png?width=670&height=332&name=image-png-Nov-04-2025-04-57-54-4715-AM.png)**

---

#### **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.
> 
>  

#### **![](https://help.perspio.io/hs-fs/hubfs/image-png-Nov-04-2025-05-02-07-0580-AM.png?width=670&height=332&name=image-png-Nov-04-2025-05-02-07-0580-AM.png)**

>  

---

#### **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.

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    - [Events](https://help.perspio.io/help/assets?hsLang=en#events)
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