Our Process

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NEW Fluid Analysis Pre-Registration

Caterpillar is introducing new Fluid Analysis capabilities in VisionLink®, powered by S∙O∙S℠ Services. By registering fluid samples directly in VisionLink®, you can easily set up and reuse component sets, link components to dealer‑provided sample bottle numbers, and track each sample as it moves through the lab.
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With both VisionLink® web and mobile, you’ll be able to:

View Sample results
Register sample
Track Sample
Edit Asset & Manage Component
Component sets
Record Action & Resolve Needs
Review Item

Simplified Sampling

Get a complete view of your asset and fluid health in one place with full VisionLink® integration.
Submit samples instantly using QR codes and the VisionLink® mobile app or Cat® Inspect—no labels, no paperwork, no need to return to a computer.
Track sample progress through an updated interface and tailor notifications to match your workflow.

Centralized management

Keep your data accurate and consistent with a single asset record across all systems.
Stay ahead of issues with improved service alerts and health notifications designed to help prevent failures.

FEWER STEPS. MORE UPTIME.

If you don’t already have a VisionLink account, you can create one for free and start adding your equipment right away.

CREATE ACCOUNT

Cat Inspect 4.0 mobile app

A. Scan the Cat equipment barcode or manually input the serial number;
B. Complete the customer & asset info;
C. Tap on Compartment to associate the sample to the specific compartment;
D. Scan the bottle barcode. Add additional compartments as needed;
E. Tap the back button then the SUBMIT button;
F. Return sample(s) to the Lab. See Shipping Instructions for more details.

Fluid Sample Information form

A. Complete all of the required fields;
B. Detach and retain the Customer portion, in the event you need to reference the sample info later;
C. Insert the Lab portion along with the sample into the mailbag provided;
D. Return sample(s) to the Lab. See Shipping Instructions for more details.

Sample Return Methods

DROP-OFF AT A NEARBY BRANCH

For the fastest turnaround, please drop your samples at any one of our branch locations and Toromont will expedite them to our lab for you. View branch locations »

CANADA POST PRE-PAID SHIPPING

Print off your pre-paid shipping label(s) to send your samples from anywhere in Canada. See Shipping Instructions for more details.

TOROMONT HUB SHIPPING LABELS

Login to your account to print Sample return labels off in Toromont Hub.

Have questions about our process or need help with VisionLink?

Additional Tests

In addition to our three main analysis programs, you can use a basic oil analysis bottle and request some additional tests, such as:

ICP - Wear metal analysis
Infrared - Oil condition
Viscosity - 40°
Viscosity - 100°
ISO 4406 - Particle count
Water - Hotplate
Water - Karl Fischer
Glycol contamination
Fuel dilution
PQI - Ferrous particle
Acide number
Base number
Bio oil conversion validation

Sampling Techniques

You can draw your fluid sample using a conventional vacuum pump, or a Toromont technician can install a sampling test port to any one of your machine's fluid compartments.

Sampling method with oil valve probe

Using oil valve probe

This sampling method requires a Brass Probe (8T9208) and approximately 15 cm (6 in) of tubing. If you are sampling several compartments, begin with the cleaner systems-usually the hydraulic system, then the transmission or steering system, and finally the engine system.
Oil sampling guide

Using vacuum extraction

This sample method requires a Vacuum Pump (1U5718 or equivalent). Use this method for pressurized systems not equipped with sampling valves. Again, it is important to use a new piece of tubing after sampling engine oil because soot and oil additives may remain in the tubing and contaminate other samples.
Fuel sampling guide

Sampling method with vacuum extraction

Frequently Asked Questions

For step‑by‑step guidance to help you get the most out of VisionLink® and S•O•S℠ Services, consult the below workbook, a quick, practical resource that covers everything from setup to sample tracking, including how to register fluid samples, add assets and components, manage components, add notifications, add reports, track samples in VisionLink^®

Read VisionLink Fluid Analysis Workbook

Need help getting started with VisionLink or have questions about our fluid analysis services? No problem — explore our FAQs to learn more.