CloudLink Ideas Portal

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
1 Vote

SPE - HO PENN - Import Ship To Address from DBS to Jobsite Address in newly created Tickets in ServiceLink

Background - H.O. Penn’s issue description Work orders created in DBS that contain a Ship To Address do not display in Service Link Job Site. Work orders created in Service Link that contain a Job Site "push" to DBS Ship To. Work orders created ...

Created 21 May 15:27 by Mark Dearborn

ServiceLink / SOW

0 Planned - to be scheduled
5 Vote

Use financial parent credit instead of customer credit for DBS Version 5

For dealers on DBS 5, they would like us to the customer's financial parent credit when checking credit if it is present, else use the customer credit.

Created 29 Dec 21:28 by Phil Mau

ServiceLink

0 Planned - to be scheduled
2 Vote

Misc. Entries not Repricing as per the Sell Rate Table

When we apply a Customer override the Misc. Entries not repricing as per the Sell Rate Table. The way Servicelink currently writes miscellaneous details to DBS when the work order is initially pushed prevents DBS from functioning as intended. User...

Created 01 Nov 15:47 by Deborah Babington

ServiceLink / Dealer Idea

1 Planned - to be scheduled
5 Vote

Add Customer Requested Start Date field to ServiceLink

We are requesting to add a new field to ServiceLink for Customer Requested Start Date and an API to report that data back to us. We would like it to be a calendar field with the ability to have a default date set or be left blank.

Created 30 Aug 18:20 by Melissa Bonney

ServiceLink

2 Planned - to be scheduled
4 Vote

Estimated arrival date utilization on field jobs

Currently, the 'Promise date' and 'Est. Unit Arrival' fields are required when opening a Shop job and only the 'Promise date' is required when opening a Field job. Can SVL be configured so both the 'Promise date' and 'Est. Unit arrival' (or) 'Arri...

Created 11 Mar 00:20 by Russ Holindrake

ServiceLink

1 Planned - to be scheduled
1 Vote

SPE - Finalizing Days To Close KPI - Ohio

As service operations are looking to optimize their efficiency, a key metric they want to look at is understanding how quickly they get from technician complete to closed on work orders. This metric is also important for Cat as part of the service...

Created 08 Feb 15:05 by Adam Kropf

ServiceLink / Internal Idea / SOW

0 Planned - to be scheduled
0 Vote

SVL - Warranty GetChanges Upgrade

Customers: Holt of CA Fabick Carolina Hawthorne Implement GetChanges with Accenture to get real-time updates of warranty claim information. Notes from Darren Walkthrough Video: Claims Maintenance in DBS put in WO #, Segment # and hi...

Created 04 Mar 16:08 by Yvonne Montes

ServiceLink

0 Planned - to be scheduled

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(WesTrac) Financials Tab Enhancement

SPE - HO PENN - Import Ship To Address from DBS to Jobsite Address in newly created Tickets in ServiceLink

Use financial parent credit instead of customer credit for DBS Version 5

Misc. Entries not Repricing as per the Sell Rate Table

Add Customer Requested Start Date field to ServiceLink

Estimated arrival date utilization on field jobs

SPE - Finalizing Days To Close KPI - Ohio

SVL - Warranty GetChanges Upgrade

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) Financials Tab Enhancement

SPE - HO PENN - Import Ship To Address from DBS to Jobsite Address in newly created Tickets in ServiceLink

Use financial parent credit instead of customer credit for DBS Version 5

Misc. Entries not Repricing as per the Sell Rate Table

Add Customer Requested Start Date field to ServiceLink

Estimated arrival date utilization on field jobs

SPE - Finalizing Days To Close KPI - Ohio

SVL - Warranty GetChanges Upgrade

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