CloudLink Ideas Portal

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
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
14 Vote

Segment and Operations List Ordering needs to align with DBS when using alpha-numeric identifiers

Segment and operations list ordering is currently inconsistent between DBS and Texada when using alpha numeric and numeric segment /operations identifiers. The way segments and operations are presented in PSQ/SVL needs to be consistent with DBS.

Created 27 Mar 01:01 by Shannan Jackson

ServiceLink

0 Needs more votes
14 Vote

When Preventative Maintenance was selected at the segment level in PSQ and the work order created, there is an indictor "P" that is pushed from PSQ to DBSi. Then when the program / indicator is removed in PSQ and work order update from PSQ, the work order in DBSi does not remove the indicator "P" this is preventing the work order from being invoiced. PSQ is allowing the end user to remove the program / indicator and allows the user to update the work order from PSQ, but does not remove the Indicator in DBS. Dealer will need to go to the back end of DBS to clear the indicator and allow user to invoice the work order..

If PSQ is allowing the end user to remove the program / indicator at the segment level and update the work order then the update needs to be pushed and changed in DBSi. This will improve the efficiency of WIP management which helps with CAT excell...

Created 26 Mar 23:53 by Dayton Robson

PSQuoter

1 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
3 Vote

WesTrac- The ability to add parts from separate work orders

To have an option in the parts edit screen to add parts list from work order

Created 06 May 02:55 by Travis Satur

ServiceLink

0 Needs more votes
2 Vote

Segment-Specific Part Number Visibility in Quotes

The current quoting functionality in the Parts & Service Quoter (PSQ) system does not allow users to control the visibility of part numbers on a per-segment basis. This limitation restricts the ability to tailor quotes to customer needs, espec...

Created 13 Jun 03:13 by Travis Satur

PSQuoter

0 Needs more votes
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
2 Vote

Show the estimated GP% to the product line of a machine sale in an opportunity

Problem Some dealerships want to show the estimated GP% for machine sales opportunities, but this is currently not an available field. Solution It’s now a configuration that dealers can set up for themselves as to whether or not the GP percentage ...

Created 12 Jun 15:06 by David Vuong

SalesLink

0 Needs more votes
2 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

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

(WesTrac) Financials Tab Enhancement

Segment and Operations List Ordering needs to align with DBS when using alpha-numeric identifiers

Press Enter when searching rather than having to click

WesTrac- The ability to add parts from separate work orders

Segment-Specific Part Number Visibility in Quotes

Blog search function in ServiceLink Flex App

Show the estimated GP% to the product line of a machine sale in an opportunity

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

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

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

(WesTrac) Financials Tab Enhancement

Segment and Operations List Ordering needs to align with DBS when using alpha-numeric identifiers

Press Enter when searching rather than having to click

WesTrac- The ability to add parts from separate work orders

Segment-Specific Part Number Visibility in Quotes

Blog search function in ServiceLink Flex App

Show the estimated GP% to the product line of a machine sale in an opportunity

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

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