CloudLink Ideas Portal

1 Vote

Additional columns in opportunities pipeline export

Problem It’s not possible to see the industry when exporting the opportunities pipeline. As a result, analysis capability is limited. Solution The Excel export now includes the additional columns of Industry, Branch, and Est. Close Month as follows

Created 20 Aug 13:37 by David Vuong

SalesLink

0 Planned - to be scheduled
1 Vote

Winning a deal in iQuote reason not required

Currently when winning a deal in iQuote the reason is not required. The Reason field in SalesLink is a mandatory field when winning an opportunity so it makes sense that it should be set as such in iQuote

Created 19 Aug 00:18 by Darren McAllister

iQuote

0 Planned - to be scheduled
2 Vote

Add Popsicle Stick for Remote Service and pull Information from SIS with Hyperlink to SIS

Add a popsicle stick for Remote Service Capability from SIS Web with a quick link for access to remote service if capability exists.

Created 02 Jul 19:18 by Guest

ServiceLink

2 Needs more votes
3 Vote

More W/O Open error message information

The error message that is displayed when you have missing information when attempting to open a W/O needs to be more informative.Example: When there is missing information such as a missing cost center in a segment, we get told what segment caused...

Created 14 May 01:22 by Richard Betts

ServiceLink

0 Needs more votes
18 Vote

Add in Cat Interact functionality to share quotes directly with customers and receive customer responses

Ability to share quotes directly with customers, receive any customer feedback and also have digital authorisation to proceed with quoted work. All can be tracked and documented within the PSQ quote using Cat Interact

Created 26 Apr 05:13 by Dan Ham

PSQuoter

0 Needs review
7 Vote

Enable the ability to transfer equipment from one customer to another

To enable on the spot transfer of assets within the customer base while discussing the MPOP with the customer. This will ensure changes are captured immediately and not requiring updates later.

Created 23 Oct 21:14 by Darren McAllister

SalesLink Flex

1 Planned - to be scheduled
11 Vote

Quote Revision - Show or highlight only the new revision price for the customer

Ability to only show or highlight the new added/adjusted costs on a revision for the customer rather than the entire quote. On large work orders issuing an entire revision can confuse customers. Customers have requested in some instances they only...

Created 26 Mar 03:16 by Dan Ham

PSQuoter

1 Needs more votes
3 Vote

WesTrac- The ability to add parts from separate work orders

To have an option in the parts edit screen to add parts list from work order

Created 06 May 02:55 by Travis Satur

ServiceLink

0 Needs more votes
6 Vote

Ability to edit invoicing options within a work order

Currently in DBS there is the ability to change the invoice print options within a work order, Service Link does not currently have this function, and it would be beneficial for the teams processing work orders to have this available in SVL. This ...

Created 04 Dec 07:04 by Luke Williams

ServiceLink

0 Needs more votes
5 Vote

Default technician labour entry start time to to the end time of the last entry for the tech

Technicians will often put in their first labour entry and then not return to do their second labour entry for a number of hours, this puts the task of remembering when the last entry ended to set as the start of the second entry. there are a numb...

Created 22 Jan 02:50 by Travis Satur

ServiceLink

1 Needs more votes

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