Loopit Documentation
Changelog
  • Getting Started
    • What is Loopit?
    • Key Concepts
    • Setting up Loopit
      • Logging into Loopit
      • Multiple vs Single Workspaces
      • Configure Your Workspace
        • Workspace Details
    • Quick Start Guide
    • Welcome to Loopit 2.0
      • Understanding Loopit's Pricing Structure
  • Assets
    • Overview
    • Categories
      • Managing Categories and Subcategories in Loopit
      • Understanding Categories and Subcategories
      • Managing Pricing Overrides in Loopit
    • Adding Your Fleet
      • Uploading Photos
    • Tracking
      • Meter Readings
      • Tracking devices
    • Fleet Management
      • Issues
      • Service reminders
      • Inspections
    • Price Overrides
      • Customizing Charge Pricing Across Packages, Categories, and Fleet
      • Package-level Prices
      • Category-level Override
      • Asset-level Override
      • Bulk Asset-level Override
      • Asset-level Ultimate Override
  • Bookings
    • Overview
    • Lifecycle of a Booking
      • Lead Management
      • Creating a Booking
      • Confirming a Booking
      • Activating a Booking
        • Before Activation
      • Editing a booking
        • Adjust the price
        • Schedule Booking Changes
      • Pausing a Booking
      • Ending a booking
      • Cancel a booking
    • Deposits
      • Collecting deposits
      • Refunding/Claiming deposits
    • Referral source tracking
    • Tracking booking owner/manager
    • Contracts
      • How to Append Terms & Conditions (T&Cs)
      • How to send signed copy of contract/agreement to customer?
      • Inserting Dynamic Variables in Contract Templates
  • Billing
    • Invoices
      • Overview
      • One-Time Charges & Invoicing
      • Tax Types & Rules
      • Downloading Invoices
      • Overdue Invoices
      • Statement of account
      • Emailing invoices
      • Ad Hoc Billing & Invoices
    • Payments
      • Overview
      • Stripe integration
        • AU Becs Direct debit
      • Payment retry - Dunning
      • Auto pay
      • Deleting payment methods
    • Credit Notes
      • Overview
      • Create a credit note
      • Applying credit notes
      • Auto-apply credit notes
      • Refunding credit notes
    • Setting up your packages
      • Program Types
      • Packages
        • What are packages?
        • Creating a package
        • Charge types and models
        • Configuring delivery on packages
        • Charges per location
    • Add Ons
      • Mileage Billing
      • Claim Excess & Excess Reduction
    • Billing Items
  • Settings
    • Users
      • Roles & Permissions
      • Inviting & Assigning Users
      • Enabling & Disabling Users
    • Locations
      • Managing Locations
      • Invoice Customisation
      • Assigning Fleet Locations
      • Booking pickup date rules
    • Workflows
      • Overdue Invoice Reminder
    • Email templates
      • Merge Tags
      • Entity Types
      • Creating a Template
    • Contract templates
      • Creating a template
      • Assigning a Contract Template
    • Integrations
      • Xero
      • FrankieOne
      • Geotab
      • Telemax
      • Rentalmatics
      • Sumsub
      • Tessera MVR Search
      • Experian AU
      • Bonzah Insurance
    • Webhooks
    • Website
      • Facebook Meta Pixel
    • Booking Rules
  • Security
    • Security information
  • People/Companies
    • Creating a Person or Company
      • Creating a person
      • Creating a company
    • Emergency contacts and references
    • Document expiry notifications
Powered by GitBook
On this page
  • Overview of issues
  • Adding issues
  • Changing an issue status
  • Creating a custom status or category
  • Marking an issue as done
  • Issue priorities
  1. Assets
  2. Fleet Management

Issues

Last updated 11 months ago

Issues allow you to log and track repairs or investigations with an asset, for example a broken headlight that needs to be fixed or an engine warning light that needs to be diagnosed.

Each issue can be assigned any status that suits your workflow, the only status we require to enable reporting is "Completed"

Overview of issues

The issue overview panel, available on the asset issues page and the main issues list for all assets, allows you to get a quick glance of what needs actioned. Key statistics we show

  • Open - number of issues that either new or in progress

  • Unassigned - number of issues that need assigned to someone to action

  • Due today - number of issues that have a due date of today

  • Most common category - insight to the type of issue impacting your fleet the most

Adding issues

To add an issue you can hover over the issues menu option and click the "+" icon or alternatively you can go to the Issues tab on an asset and select Add Issue from the "+" quick action menu.

Changing an issue status

To change the status click on the issue and then select your new status. Once done press Save.

Creating a custom status or category

Loopit allows you to customise the status options and categories for your issues. This allows you to align our platform to your internal processes. To enable accurate reporting we do require to at least have a "Completed" status.

To create a new status or category begin typing your required value into the search box. If this status does not already exist an option "Create new XX status" or "Create new XX category" will appear. Click this option and the status or category will be created.

Marking an issue as done

To mark as an issue as complete and update reporting create a status "Completed"

Issue priorities

Loopit has 3 default priorities; high, medium and low. You can customise and create your own priorities to suit your workflows.

Create an issue from the navigation menu.
Change issue status
Creating a custom status for an issue
Default priorities or create your own