CloudLink Ideas Portal

5 Vote

Service Pipeline Calendar Legend

Provide a legend to support identification of icons/colours in the Service Pipeline calendar the same as what has been applied to scheduling/technician dashboard pages.

Created 08 Oct 21:41 by James Miller

ServiceLink

0 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
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
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
9 Vote

Technician data visability

Technician data visability - Make it possible to add aditional items on the Technichian user profiles to capture things such as tech A/C licenses, site inductions, contact details etc.

Created 29 Apr 06:19 by Travis Satur

ServiceLink

1 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

Bulk PAR Reminder Setting

Ability to set PAR reminders for the year for all customers at one time instead of having to go into each customer individually to set PAR reminders within a rep's calendar

Created 15 Jan 19:40 by Sarah Cenedella

SalesLink

2 Needs more votes
9 Vote

Quote Revision - Show or highlight only the new revision price for the customer

Ability to only show or highlight the new added/adjusted costs on a revision for the customer rather than the entire quote. On large work orders issuing an entire revision can confuse customers. Customers have requested in some instances they only...

Created 26 Mar 03:16 by Dan Ham

PSQuoter

1 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
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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Service Pipeline Calendar Legend

Add a declined work area in Service Link

Option for Reps to send reservation cancellation

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

Technician data visability

New work order view

Bulk PAR Reminder Setting

Quote Revision - Show or highlight only the new revision price for the customer

Work Order Urgency Selector for Overview Page

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

Service Pipeline Calendar Legend

Add a declined work area in Service Link

Option for Reps to send reservation cancellation

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

Technician data visability

New work order view

Bulk PAR Reminder Setting

Quote Revision - Show or highlight only the new revision price for the customer

Work Order Urgency Selector for Overview Page

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