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Learn About Asset Service Console for Manufacturing

Learn About Asset Service Console for Manufacturing

With the Asset Service Console for Manufacturing, customer service representatives (CSRs), warranty adjudicators, service technicians, and other users can get visibility into critical information about an asset without switching applications. They can track key milestones related to an asset, get alerts on its activities, and view services performed on it. They can capture granular details about the asset, manage its related warranties, cases, work orders, and claims, and take proactive actions.

Required Editions

Available in: Lightning Experience

Available in: Enterprise, Unlimited, and Developer Editions

Get Started with Asset Service Console for Manufacturing

Watch this video to understand how users at manufacturers can use the Asset Service Console for Manufacturing to manage assets efficiently, resolve issues quickly, and minimize asset downtime.

If you aren’t able to watch the view in full screen, open the video on a new tab: Explore Asset Service Console for Manufacturing.

Capabilities of the Asset Service Console for Manufacturing

Here’s what users can do within the console.

The Overview tab in the Asset Service Console for Manufacturing

Get Actionable Alerts

Users can get contextual alerts that let them proactively make recommendations to partners and customers. Users can get timely alerts on activities like upcoming warranty term expiration, pending service appointment, and status of cases related to the asset.

See Key Milestones

Users can capture and view major milestones in the lifespan of an asset, such as manufactured, order received, and delivered. They can hover over a milestone to see its details and initiate actions such as creating an action plan, event, or task or logging a call.

View a Visual Snapshot of Service Performed on the Asset

Users can view a chronological, interactive timeline of work orders and work order line items related to an asset to understand the service performed on it. While the Asset Console for Manufacturing comes with a preconfigured timeline, you can create timeline configurations to show information like cases and claim items related to an asset.

Take Contextual Actions

Users can perform actions that address customer queries related to assets, such as renewing warranties, scheduling service appointments, and creating cases. Users can complete their work quickly and consistently by launching actions from a list of actions and get recommendations for the next best actions.

View Granular Asset Details

Users can capture and view critical details about an asset, such as its name, quantity, price, serial number, and related account, contact, and product.

Manage Related Warranties, Cases, Work Orders, and Claim Items

Users can get snapshots of Asset Warranty, Case, Work Order, and Claim Item records related to an asset. They can view and edit asset warranties, cases, work orders, and claim items by opening them as subtabs in the console. They can also create records from the related list.

 
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