CloudLink Ideas Portal

1 Vote

Having a pop-up display of previous invoices/work orders where same part was ordered.

Having a pop up or a notification of sorts be initiated to show that the part being ordered on a current work order segment has been previously ordered against the machine within a certain timeframe to avoid possible charging customer(s) for items...

Created 11 Jun 20:26 by Chris Hancock

ServiceLink

0 Needs more votes
3 Vote

ServiceLink Flex should filter charge codes based on config key

SVL.Labor.ChargeCode.Excluded filters charge codes in Web, it should also do so in Flex.

Created 08 Apr 14:11 by Mark Dearborn

ServiceLink Flex / Dealer Idea

1 Needs more votes
7 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
1 Vote

Enable More Dynamic Bulk Lead Uploads to Campaigns

Allow multiple bulk lead uploads to the same campaign without creating duplicate lead records. Enable assignment of different rep types within a single bulk upload, or support rep type designation per lead in the upload file.

Created 10 Jun 16:24 by Kelly Burrell

SalesLink

0 Needs more votes
12 Vote

(WesTrac) Financials Tab Enhancement

The financial tab on service link currently does not display accurate details to the total end costings of the work order to the customer - taxes and any additional service charges are not captured this gives an icorrect assumption of the costing ...

Created 13 Jun 05:44 by Travis Satur

ServiceLink

1 Planned - to be scheduled
18 Vote

Upload CVA pricing

Today, CVA pricing must be updated by filling out a spreadsheet and asking Texada staff to update the pricing which typically happens on an annual basis. This enhancement will add the ability for customers to this themselves in the application.

Created 29 Nov 22:39 by David Vuong

iQuote

0 Planned - to be scheduled
14 Vote

(WesTrac) Backlog to generate a segment on update like it does with PIP/PSP's

currently in service link when the user assigns the PSP or PIP to the ticket when updated the system generates a segment 80 for that task. This functionality should also be available when selecting a Backlog to generate a segment on update

Created 08 Apr 00:21 by Travis Satur

ServiceLink

2 Needs more votes
2 Vote

the warranty % on segments to default to 0.00%

When using the segment customer table in ServiceLink to split costs from the ticket customer to Warranty, the default percentage is set to 100%. This results in the invoice showing the segment costs being sent to Warranty to the ticket customer in...

Created 07 May 01:28 by Travis Satur

ServiceLink

0 Needs more votes
9 Vote

Press Enter when searching rather than having to click

In Inventory > hamburger > Search, you have to use the mouse to click search rather than just pressing Enter like in other apps.

Created 18 Sep 16:40 by Melissa Bonney

Inventory

0 Needs more votes
14 Vote

Multiple API Keys & ability to control which keys access what API's to enhance data security

Currently there is a single API key that grants access to all Texada API's. We are needing a better way to securely manage API access within the business and with third party software providers. Require the ability to have multiple API access keys...

Created 03 Apr 05:48 by Dan Ham

Reporting API

0 Needs review

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