CloudLink Ideas Portal

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
13 Vote

We require and API to create a ticket in SVL so that we can generate W/O's based on requirements from other Modules

We would like to be able to create a ticket in SVL via and API. This could be used to generate the Shop Get Ready Work Order based on Details from Iquote.

Created 04 Dec 00:01 by Sheldon Newey

ServiceLink

0 Needs review
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
8 Vote

Add Final Transfer Cost to CloudLink Columns

Would like the [ Dollar Amount of the Last Blank Transaction ID > which would be our Final Acquisition Cost ] from DBS Transaction Register inputted into the CloudLink Columns so it can be exported and inputted into another spreadsheet.

Created 09 May 19:17 by Travis Schock

CloudLink Console

1 Needs review
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
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

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