CloudLink Ideas Portal

4 Vote

Option for Reps to send reservation cancellation

Provide the ability for a rep to "cancel" a reservation in Inventory module via iquote the same way they request for a resevation to be created

Created 11 Nov 02:03 by Melissa Maxwell

iQuote

0 Needs more votes
3 Vote

ability to customise the tech layout on scheduler

to have the ability to reagange your techs in the scheduler view into a prefered order besides alphabetical order

Created 20 Dec 03:26 by Travis Satur

ServiceLink

2 Needs more votes
10 Vote

New work order view

the ability in the service pipeline for the Work in progress table to have an "opened this week" field to show newly created work orders for the selected store

Created 12 Mar 02:16 by Travis Satur

ServiceLink

1 Needs more votes
2 Vote

Add a declined work area in Service Link

Add a declined work area in Service Link to allow work to be presented and quoted for a customer on an active work order that is visible in the work order history if the customer declines the work. It would be visible in the "declined" area of...

Created 22 Jan 17:06 by Taylor Petti

ServiceLink

0 Needs more votes
2 Vote

(WesTrac) Documents saved in the PSQ not coming over to SVL when the quote is won and work order created

To maintain the integrity and continuity of our workflow, it is crucial to address the issue of documents saved in the PSQ not transferring to SVL when a quote is won and a work order is created. This gap in the document transfer process can lead ...

Created 21 Jan 05:54 by Travis Satur

ServiceLink

0 Needs more votes
10 Vote

Work Order Urgency Selector for Overview Page

The "Urgency" field in the Work Order Header Maintenance screen should be included in the work order Overview screen so users can assign and manage the priority of the work order. 1 = Urgent 2 = High 3 = Medium 4 = Low

Created 07 Feb 00:44 by Shannan Jackson

ServiceLink

1 Needs more votes
1 Vote

Create an option to assign new segment to entire schedule for Tech when adding new segments to work orders.

When adding a new segment to a work order, you currently need to edit each day that that work order is assigned to the technician to get the new segment assigned to their schedule. This idea would add an option to auto assign the new segment to al...

Created 05 Mar 19:22 by Jenna McStotts

ServiceLink

0 Needs more votes
9 Vote

Symptoms - Heldup required for Correction field

The Complaint is Mandatory when creating a Symptom and Symptoms currently have a Hard Stop heldup for Cause and Resultant Damage. However, there is no requirement for the user to complete the Correction field as there is no heldup for it.The Corre...

Created 17 Mar 22:36 by Shannan Jackson

ServiceLink

1 Needs more votes
1 Vote

Operation notes should be visible in the standard job

When viewing and using standard jobs where segments include operations, we need to be able to see the operation notes in PSQ

Created 04 Mar 06:27 by Mark Knight

PSQuoter

0 Needs more votes
5 Vote

A de-select all function in the quote editor - options tab

To add a function to deselect all options in the (redacted) screen below rather than having to deselect each individual "preselected" option.

Created 04 Sep 15:41 by Janet Perry

iQuote

3 Needs more votes

CloudLink Ideas Portal

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Option for Reps to send reservation cancellation

ability to customise the tech layout on scheduler

New work order view

Add a declined work area in Service Link

(WesTrac) Documents saved in the PSQ not coming over to SVL when the quote is won and work order created

Work Order Urgency Selector for Overview Page

Create an option to assign new segment to entire schedule for Tech when adding new segments to work orders.

Symptoms - Heldup required for Correction field

Operation notes should be visible in the standard job

A de-select all function in the quote editor - options tab

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

Filter by status

Filter by category

Identify yourself with your email address

Option for Reps to send reservation cancellation

ability to customise the tech layout on scheduler

New work order view

Add a declined work area in Service Link

(WesTrac) Documents saved in the PSQ not coming over to SVL when the quote is won and work order created

Work Order Urgency Selector for Overview Page

Create an option to assign new segment to entire schedule for Tech when adding new segments to work orders.

Symptoms - Heldup required for Correction field

Operation notes should be visible in the standard job

A de-select all function in the quote editor - options tab

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