CloudLink Ideas Portal

1 Vote

Add Block Labor Discount in ServiceLink

We would like to add the option to have block labor functionality in ServiceLink. This function would be bale to handle the ability to set a discount on a number of hours of labor sold to a customer. This function is available in DBS but not in Se...

Created 25 Sep 19:05 by Lynn Chou

ServiceLink

0 Needs more votes
2 Vote

Improve Expiring Warranties Functionality

Add Expiring Warrantied to the Customer Asset Menu Add a clickable Totals Row to the existing expiring warranties Report

Created 28 Feb 23:53 by Mark Courtenay

SalesLink / API, Data or Reporting / New Functionality

1 Needs more votes
3 Vote

PAR by Influencer Transfers

Looking for a configuration or management area in SalesLink Exec that would enable the ability to Transfer PARs at the Influencer level to a new sales rep. PAR values are determined by management and not likely to change if a new sales rep is assi...

Created 07 Aug 21:02 by Jayme James

SalesLink / New Functionality / User Experience and Useability

0 Needs more votes
2 Vote

Have condition monitoring alerts show up in SalesLink flex under the overview tab.

This would benefit the user because currently they are not able to see any machine alerts from Condition Monitoring through SalesLink flex. If it was on the overview tab – then a rep could see any machine alerts for their fleet and discuss with th...

Created 24 Feb 15:22 by George Norton

SalesLink Flex / Dealer Idea

0 Needs more votes
2 Vote

Move parts/labor/misc to another segment in PSQ similar to the functionality in SVL

Can we please make it possible to move parts, labor, misc. charges around on quotes created in PSQuoter? I recently created a quote and manually entered in over 15 parts to the wrong segment. There isn't a "Transfer" option in PSQ like there is on...

Created 08 Feb 18:41 by Jessica Mayher

PSQuoter / Dealer Idea

0 Needs more votes
1 Vote

Make it so more than 2 attachments can be included in a rental

Currently there can be up to two attachments included in a quote. Some companies rent more than two attachments along with prime product. Add the ability to add more than two attachments.

Created 06 Sep 14:15 by Michael Doughty

iQuote

0 Needs more votes
1 Vote

Make the Technician Data Entry Screen Fullscreen

Instead of the data entry screen being a small screen on top of another screen, make it fullscreen.

Created 29 Aug 14:42 by Krystal Goodchild

ServiceLink

0 Needs more votes
1 Vote

Add the Equipment Tab to Technician Data Entry Screen

Add the Equipment tab to the technician data entry screen

Created 29 Aug 14:39 by Krystal Goodchild

ServiceLink

0 Needs more votes
2 Vote

Drag/Drop Attachments

The ability to grab multiple attachments/documents within a customer account would make things a lot more efficient and save time from a reps viewpoint.

Created 21 Jan 16:22 by Eric Bowers

SalesLink / New Functionality / User Experience and Useability

0 Needs more votes
1 Vote

Make the Extended Warranty Report visible in iQuote to Sales Reps.

Give the sales people visibility to the Extended Warranty Report (Extended Warranty Matrix, which is normally accessed from the Model Admin tile > Manage Menu > Extended Warranty Report) directly from iQuote in order to see a machines' first...

Created 28 Aug 20:30 by Ryan Stevenson

iQuote

1 Needs more votes

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