CloudLink Ideas Portal

9 Vote

Need a tab added to Tech Dashboard to show a simple list of all tickets assigned that are NOT marked COMPLETE, regardless of date on calendar.

We find that techs have tickets that they were scheduled for from previous weeks and they haven't marked all the segments complete. They may still be working on items. Instead of the tech having to waste time scrolling back week after week looking...

Created 12 Jan 20:29 by Jim Ellis

ServiceLink / User Experience and Useability

2
3 Vote

Autocorrect feature

Would be a great feature if autocorrect was installed for reps notes/activities.

Created 21 Jan 16:25 by Eric Bowers

ServiceLink / User Experience and Useability

1
3 Vote

Add Table Formatting and Smart Filters for Sorting/Selecting on the Service Pipeline Data, similar to Excel.

Our supervisors and dispatchers are constantly managing WIP with the Service Pipeline data. Once they get on the actual lists of workorders, they have no way to filter workorders. It would be great if the pipeline data had smart filters, like an E...

Created 12 Jan 19:41 by Jim Ellis

ServiceLink / User Experience and Useability

0
2 Vote

Change map to meaningful pins like older version

Google map pins can be edited. Currently the map pins are similar color and don't have any identifying letter (S=Store), etc .Change them back to the way the previous version was. See attached. We have two pins that are almost exactly the same col...

Created 26 Apr 22:49 by Joe Swayne

ServiceLink / User Experience and Useability

0 Needs more votes
2 Vote

Add arrival date to the road map for field jobs

Shop jobs use the Promise Date and Est. Unit Arrival Date fields as indicated by the clock icon and road icon to populate the roadmap. Field jobs only use the promise date field in the road map. The arrival date field does not populate the roadmap...

Created 18 Nov 15:14 by Russ Holindrake

ServiceLink / User Experience and Useability

2
1 Vote

Save Display Configuration to Warranty Drill Down Pages

When looking at the drill down pages in the Warranty Claims Pipeline, there is no gear or eye icon to be able to save the display configuration like there is on the Service Pipeline drill downs. Can we get this functionality added to the Warranty ...

Created 13 Jan 20:07 by Roxanne Smith

ServiceLink / User Experience and Useability

0
1 Vote

Need to Show Customer Unit# on the Tech Dashboard in the Workorder boxes

We would like to see the Customer Unit# on the tech dashboard in the work order boxes. It could be placed next to the serial#, make, and model.

Created 01 Nov 14:35 by Jim Ellis

ServiceLink / User Experience and Useability

1
1 Vote

Monthly Expense WO's automatically have the date update each month

It would be very helpful if the monthly work orders could have the promise date automatically populate versus having to manually enter/update the promise date at the beginning of each month.

Created 05 May 15:33 by Jen Thompson

ServiceLink / New Functionality / User Experience and Useability

0
1 Vote

UTILIZE THE SCHEDULING LEGEND (ADD ANOTHER COLOR UNDERLINE) FOR VISIBILITY OF MANUAL HELD UPS ADDED TO A WORK ORDER

When we schedule a ticket that contains a manual held up, the ticket should have a specific color underline on the ticket in the scheduler as per the legend. This specific colored underline would represent a MANUAL HELD UP that exists on a WIP Wor...

Created 21 Apr 22:00 by Arlette costa

ServiceLink / User Experience and Useability

0
1 Vote

TECH DASHBOARD DOCUMENTS

It would be great to have a place to upload all miscellaneous documents that a technician would need on the Technician Dashboard - these documents are not job specific, but just various forms they would need. Currently we use an Invalidated ticket...

Created 22 Nov 20:44 by Arlette costa

ServiceLink / User Experience and Useability

0

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