CloudLink Ideas Portal

9 Vote

(WesTrac) The ability to download individual and bulk photos from ServiceLink from the Media tab

The media tab in a work order in ServiceLink has the ability to upload and remove photos but does not have the ability to download individual or bulk photos.

Created 13 Feb 00:44 by Dayton Robson

ServiceLink

1 Needs more votes
8 Vote

Only have the Hard Stop apply on the “No SIMS record when is required” Held up, when the Job Code is “Y” & the segment is warranty.

Only have the Hard Stop apply on the “No SIMS record when is required” Held up, when the Job Code is “Y” & the segment is warranty. This is how DBS operates today.

Created 13 Feb 06:18 by Richard Betts

ServiceLink

0 Needs more votes
8 Vote

Reman Core Return document additional information (WesTrac)

the Reman return core sheet in the parts return tab is great but it is missing some information that is vital for a core return: we need the ability to select if the core is Used we need the ablity to select if the core is subject to Warranty we n...

Created 03 Feb 01:22 by Travis Satur

ServiceLink

1 Needs more votes
8 Vote

CAT Foresight integration with Texada Condition Monitoring Tool (CMP)

we would like to bring the Foresight data into Texada Condition Monitoring Tool (CMP)

Created 18 Dec 01:16 by vikram sharma

Condition Monitoring Portal

1 Needs more votes
18 Vote

(WesTrac) ServiceLink to block certain Job code/comp code combinations as per CAT service excellence critera

in CAT service excellence there is a number of job cod/comp code combinations that are not to be used together (eg 023/7000) on segments ideally ServiceLink would be able to be configured to trigger a warning when these unacceptable code combos ar...

Created 06 Aug 03:36 by Travis Satur

ServiceLink

2 Needs more votes
10 Vote

Suggest changing the "Flagged for Deletion" font color in CRM (SalesLink) & (SalesLink Flex) to red for better visibility.

At our dealership, we’ve enabled the feature to view deleted accounts. However, when searching for customers "Flagged for Deletion" in the CRM (SalesLink & SalesLink Flex), the label appears in blue, which doesn’t stand out against the current...

Created 07 Nov 23:46 by Sameer Lalani

SalesLink

1 Needs more votes
11 Vote

Add ability to search by "Customer PO number" in the search bar.

Basically, it will be nice to add the ability to search by customer PO number in the search bar.

Created 14 Oct 02:47 by vikram sharma

PSQuoter

0 Needs more votes
7 Vote

(WesTrac) The ability to add comments on a parts return/credit return

To improve the efficiency and clarity of the parts return process in ServiceLink, it is crucial to introduce a feature that allows users to add specific line notes to items being returned. This enhancement would be particularly beneficial for rema...

Created 05 Dec 04:56 by Travis Satur

ServiceLink

1 Needs more votes
2 Vote

Have the ability to see backlogs when creating a PSQ quote

When creating a PSQ quote it would be beneficial to see the backlogs assigned to the machine serial number (in PSQ), this would allow us to quote any outstanding work at the time of the quote being raised. Submitted by WesTrac

Created 25 Feb 02:36 by Luke Williams

PSQuoter

0 Needs more votes
2 Vote

Have a checkbox when submitting a labour entry to prompt the user to update the SMU, SIMS & Notes

Currently when submitting a time sheet, technicians can enter their time without updating the machine SMU, adding SIMS & updating segment notes. It would be great to have a warning / checkbox reminding the user to update this information befor...

Created 25 Feb 02:10 by Luke Williams

ServiceLink

1 Needs more votes

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