CloudLink Ideas Portal

18 Vote

Add in Cat Interact functionality to share quotes directly with customers and receive customer responses

Ability to share quotes directly with customers, receive any customer feedback and also have digital authorisation to proceed with quoted work. All can be tracked and documented within the PSQ quote using Cat Interact

Created 26 Apr 05:13 by Dan Ham

PSQuoter

0 Needs review
2 Vote

Folder Expansion

When users go into any iMACs project and click on "Project Files" all folders should open to immediately show any files in the folders.

Created 22 Jul 19:09 by Lynn Chou

iMacs

1 Needs more votes
11 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
7 Vote

Enable the ability to transfer equipment from one customer to another

To enable on the spot transfer of assets within the customer base while discussing the MPOP with the customer. This will ensure changes are captured immediately and not requiring updates later.

Created 23 Oct 21:14 by Darren McAllister

SalesLink Flex

1 Planned - to be scheduled
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

1 Needs more votes
6 Vote

Ability to edit invoicing options within a work order

Currently in DBS there is the ability to change the invoice print options within a work order, Service Link does not currently have this function, and it would be beneficial for the teams processing work orders to have this available in SVL. This ...

Created 04 Dec 07:04 by Luke Williams

ServiceLink

0 Needs more votes
10 Vote

Manual Held Ups to be defined at Store level same as Note Templates

Update the Admin Management creation of Manual Held Ups to be the same as Note Templates so dealers can define Manual Held Ups specific to a single store, multiple stores or All stores.

Created 16 Apr 23:19 by Shannan Jackson

ServiceLink

1 Needs more votes
5 Vote

Default technician labour entry start time to to the end time of the last entry for the tech

Technicians will often put in their first labour entry and then not return to do their second labour entry for a number of hours, this puts the task of remembering when the last entry ended to set as the start of the second entry. there are a numb...

Created 22 Jan 02:50 by Travis Satur

ServiceLink

1 Needs more votes
9 Vote

Make Commissions self-serviceable

No description provided

Created 04 Jun 16:16 by Stephen Cavanagh

Commissions Framework / Internal Idea

0 Needs more votes
3 Vote

More W/O Open error message information

The error message that is displayed when you have missing information when attempting to open a W/O needs to be more informative.Example: When there is missing information such as a missing cost center in a segment, we get told what segment caused...

Created 14 May 01:22 by Richard Betts

ServiceLink

0 Needs more votes

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