CloudLink Ideas Portal

5 Vote

Scheduler "Selected Technicians" drop list checkbox should stay ticked for selected technicians

Selected Technicians check boxes do not show with a tick in the box after selecting them to add them to the Scheduler view. See the attached example showing 7 technicians selected. Ideally this function should also include a "Deselect All" button ...

Created 17 Apr 22:16 by Shannan Jackson

ServiceLink

1 Needs more votes
10 Vote

Remove the Time and Material reference from quote documents and only have Total.

In PSQ remove the "Time and Material" reference from quote documents and only have Total Parts, Total Labour and Total Misc. The other options, Total Estimated and Total Flat Rate are okay as they are relevant and describe an action on them and ar...

Created 28 Apr 03:00 by Shaun Lynch

PSQuoter

0
1 Vote

Stop PSQ Notes Overwriting Notes Entered in DBS/ServiceLink

When Updating the Work Order from PSQ could there be a configure to not send notes after the initial creation of the work order or an option to only send certain segment notes or the notes write over but underneath what is already loaded?

Created 23 Jan 04:59 by Marita Lucas

PSQuoter

0 Needs more votes
1 Vote

Add Customer Terms Code to the display configuration in ServiceLink

It would be helpful to provide the Customer Terms Code for each WO in the display configuration in ServiceLink.

Created 22 Jan 18:58 by Lynn Chou

ServiceLink

0 Needs more votes
1 Vote

(WesTrac) Flag to review CM cases when the ticket is created

currently Servicelink has a flag on creating a ticket to advise the user to review any outstanding PSP/PIP or backlog items. it would be great if the system also highlighted if there was an outstanding CM case that needs resolution at this stage

Created 22 Jan 02:59 by Travis Satur

ServiceLink

1 Needs more votes
1 Vote

(WesTrac) Standard album structure within the media tab for each segment

For the album section in the media tab, create a standard album template. This template should ensure that whenever a segment is created, an associated album is automatically generated to store photos for each segment separately.

Created 21 Jan 05:42 by Travis Satur

ServiceLink

0 Needs more votes
6 Vote

Expand the Character Limit for each line item of the configuration to eliminate descriptions getting cut off

I would like the character limit expanded for each description line within the configuration.

Created 09 Jan 14:36 by Jerrad Bourne

Inventory

2 Needs clarification
3 Vote

Automatic PARs Scheduling for sales reps

The vision is for the system to generate a suggested customer visit schedule for all sales representatives and automatically add it to their calendars. This schedule needs to take into account the amount of visits the sales representative has to e...

Created 21 Aug 17:50 by Luis Morales

SalesLink

0 Needs more votes
4 Vote

Make customers purchase order number searchable

It would help save our users and customer some time if the customers purchase order number in iMacs was searchable.

Created 05 Jun 23:21 by Lynn Chou

iMacs

0 Needs review
2 Vote

Misc. Entries not Repricing as per the Sell Rate Table

When we apply a Customer override the Misc. Entries not repricing as per the Sell Rate Table. The way Servicelink currently writes miscellaneous details to DBS when the work order is initially pushed prevents DBS from functioning as intended. User...

Created 01 Nov 15:47 by Deborah Babington

ServiceLink / Dealer Idea

1 Needs more votes

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