CloudLink Ideas Portal

9 Vote

Blog search function in ServiceLink Flex App

Implementations of a search function in ServiceLink Flex similar to the functionality in the web app.

Created 12 Sep 05:05 by James Miller

ServiceLink Flex

1 Needs more votes
3 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
3 Vote

(WesTrac) Standard hours on Segments to be factored in on scheduler hours

The opportunity to streamline our operations by aligning technician schedules with segment standard hours on work orders. So if we schedule a 6 hour work order to a tech the system is able to identify that the standard hours are 6 hours and it ass...

Created 22 Jan 01:16 by Travis Satur

ServiceLink

0 Needs more votes
2 Vote

Expiring Warranties Report enhancement, add functionality to search by customer name or number and add current SMU hours and SMU expirations.

Add a search function to Expiring Warranties in SalesLink to enable the ability to search a customer name or number with a "Search Function". This would essentially enhance the existing Expiring Warranties function that already exists in SalesLink...

Created 14 Feb 20:40 by Ryan Stevenson

SalesLink

1 Needs more votes
16 Vote

Ability to create and manage warranty claims (End to end process)

Ability to create, manage and process warranty claims directly from SVL. Currently only part of the warranty claim process is available in SVL. This results in elements having to be completed in DBS and other steps in SVL. This would include claim...

Created 19 Mar 06:09 by Dan Ham

ServiceLink

0 Needs more votes
5 Vote

Include Estimated Close Date in Opportunities overview

To show the estimated close date in the opportunities overview in SalesLink Flex

Created 03 Dec 06:31 by Paul Meyer

SalesLink Flex

0 Needs more votes
5 Vote

Create an Audit Log to track changes made to PSQ Quotes

Would like to create an Audit Log in PSQ so that changes made to Quotes can be tracked, ie, who changed what & when.

Created 02 Dec 00:08 by Stephen Chilcott

PSQuoter

0 Needs more votes
2 Vote

Unified Text Sizing

Please revisit the text sizing from the roll out of the new look of platform in Feb 2025. Some text is overly large and others are tiny. There is no way to adjust a screen view to see any of the information well at the same time. Working through c...

Created 11 Feb 20:44 by Kindra McHenry

SalesLink

2 Planned - to be scheduled
14 Vote

Prevent changes from being made to a "Won" revision in PSQ

We would like to prevent users from changing a "Won" revsion in PSQ. We believe any changes to a won quote should require the user to put the status to Open, create a new revision from the won revision, make changes to that revision, submit/win th...

Created 16 Apr 04:25 by Sheldon Newey

PSQuoter

1 Needs more votes
3 Vote

Outstanding Activity in Pipeline View, not just completed

In the pipeline/opportunity view for the reps, it shows completed Activity and Activity Date, with the completed activity history under the date for that opportunity. It would be helpful to get line of sight of the next steps, the follow up, by ha...

Created 16 Jan 21:57 by Jordan Monroe

SalesLink

0 Needs more votes

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Blog search function in ServiceLink Flex App

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

(WesTrac) Standard hours on Segments to be factored in on scheduler hours

Expiring Warranties Report enhancement, add functionality to search by customer name or number and add current SMU hours and SMU expirations.

Ability to create and manage warranty claims (End to end process)

Include Estimated Close Date in Opportunities overview

Create an Audit Log to track changes made to PSQ Quotes

Unified Text Sizing

Prevent changes from being made to a "Won" revision in PSQ

Outstanding Activity in Pipeline View, not just completed

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Blog search function in ServiceLink Flex App

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

(WesTrac) Standard hours on Segments to be factored in on scheduler hours

Expiring Warranties Report enhancement, add functionality to search by customer name or number and add current SMU hours and SMU expirations.

Ability to create and manage warranty claims (End to end process)

Include Estimated Close Date in Opportunities overview

Create an Audit Log to track changes made to PSQ Quotes

Unified Text Sizing

Prevent changes from being made to a "Won" revision in PSQ

Outstanding Activity in Pipeline View, not just completed

If you would like to submit an CloudLink product issue or bug, please visit our Customer Support Portal

For support questions related to the CloudLink Ideas Portal, please contact CloudLink Customer Support