Booking Timeline & Stock Drill-Down

The Availability Calendar shows you the shape of your fleet’s availability. The drill-down timeline takes you one level deeper — into the individual physical units behind a variant. Here you see each unit as its own row, with a continuous timeline of who has it booked, when it’s in maintenance, and how much of the window it’s actually earning. Every booking bar links straight to its order, and every maintenance bar to its ticket, so you can go from “which unit is free next Tuesday?” to the exact order in one click.

Why Use the Drill-Down?

The main grid answers “is this variant available?”. The drill-down answers the harder, unit-level questions:

• Which exact unit (by asset tag) is booked, free, or under maintenance on a given day.
• Which order or ticket is holding a unit — click the bar to open it.
• Which units aren’t earning — a utilization bar on every row flags idle stock so you can chase it.

The drill-down lives inside the Availability Calendar page (/calendar), which requires the Assets — Write permission. If you can open the calendar, you can open the drill-down.

How to Open the Drill-Down

The drill-down is always reached from the Availability Calendar grid — it isn’t a separate menu item. There are two ways in:

From a day’s stock breakdown

1. On the calendar grid, click a day cell (or a status count) on an asset or variant row to open the stock breakdown popover. It lists the individual units for that date, grouped into tabs by status — Available, Rented Out, Booked, Maintenance, Non-Operational.
2. Click any stock tag chip to open the drill-down focused on just that one unit, or use Open full drill-down to see every unit for the variant.

Focused on a single unit

When you arrive by clicking a specific stock chip, the header shows a Focused badge with that unit’s tag and the table shows only that unit. This is the fastest way to answer “what is unit PTES-BAT-0004 doing over the next two weeks?”. Clear the focus by opening the drill-down from the variant instead.

Reading the Timeline

Each row is one physical unit, identified by its asset tag. The columns across the top are the days in the current window (roughly a two-week span), with the day number and weekday shown and today highlighted.

Instead of coloring each day separately, the timeline draws continuous bars: consecutive days that belong to the same order (or the same maintenance ticket) join into a single bar, labeled inline so the schedule reads like a project plan.

Booked and Rented Out share the same color family because they belong to the same order — Booked means an upcoming reservation, Rented Out means the unit is currently out on that order.

Hover any bar to see a tooltip with the full context — order or ticket, its status, and the date range it covers.

Jumping to the Order or Ticket

The timeline is your shortcut into the rest of the system:

• Click a booking bar to open that order directly.
• Click a maintenance bar to open that maintenance ticket.
• Available and non-operational stretches aren’t clickable — there’s nothing behind them to open.

This means you never have to note down an order number and go search for it — the bar is the link.

Spotting Idle Stock (Utilization)

Under each unit’s asset tag is a small utilization bar summarizing how hard that unit worked across the visible window:

Utilization counts active days (rented or booked) against usable days (active plus available). Days spent out of service are set aside so a unit isn’t penalized for downtime. A ⚠ appears when a unit is available but not earning, or is earning but running below a quarter of its usable days — your cue to push that unit into a booking.

Hover the utilization bar for a breakdown of active, idle, and out-of-service days, plus any idle streak running to the end of the window.

Filtering, Searching & Sorting

The controls above and below the header let you cut a large fleet down to what matters:

Status summary cards

The cards along the top (All, Available, Rented Out, Booked, Maintenance, Non-Op) show how many units are in each status on the window’s first day — and they double as filters. Click a card to show only units that hit that status in the window; click it again (or click All) to clear the filter.

Search by asset tag

Type any part of an asset tag into Search asset tag to narrow the list to matching units. Clear it with the X.

Sort by

Use Sort by to reorder the rows:

• Asset tag (A–Z) — the default, alphabetical order.
• Underutilized first — brings the lowest-utilized units to the top: your “what isn’t earning?” triage view.
• Top performers first — highest-utilized units first.

Moving Through Time

The drill-down shows a fixed window at a time. To move it:

• The previous / next arrows shift the window back or forward by one span. There’s a matching pair of arrows anchored to the left and right edges of the table so you can shift without scrolling back up.
• Today snaps the window back to start from the current date.
• The label between the arrows shows the exact range in MMM D – MMM D, YYYY form.

Switching Between Assets Without Going Back

For fleets with many variants, use the switcher dropdown on the asset name in the header. It lists every asset and variant currently loaded in the calendar; type to filter, then pick one to re-anchor the drill-down to it — no need to go back to the grid and start over. The current variant is ticked.

Handling Long Lists

When a variant has many units, the table starts by showing the first 50 rows. Use the controls at the bottom:

• Show more adds the next batch; Show all loads every remaining unit.
• Show less collapses back to the first page and returns you to the top of the table.
• A Show page-size selector (50 / 100 / 200 / All) appears in the toolbar once there are enough units to page through.

The footer always reads Showing X of Y stocks so you know how much of the list is loaded.

A Few Handy Touches

• Copy an asset tag with the copy button beside it — useful when you need to paste a unit into an order, an enquiry, or a search elsewhere.
• Your selections, filters, date window, and open drill-down survive navigating out to an order or maintenance page and coming back with the browser’s Back button — so clicking a bar to check an order and returning doesn’t lose your place. Starting fresh from the top-nav Calendar button resets everything.

Related Articles

• Availability Calendar — the fleet grid this drill-down opens from
• Scheduling Maintenance — where maintenance bars come from
• Creating Orders — the orders behind the booking bars