CloudLink Ideas Portal

Collaboration Needed (PSQ Changes)

Wagner Equipment is working with Uptake to add the following functions to PSQ. We would like to open a discussion about this and are looking for collaboration and to share the cost of the SOW.

New Functions Included in the SOW:

  1. Linking segments in templates and quotes to the most current version of that standard job on the Uptake servers. This will allow quotes and templates to stay updated without having to manually update to new labor rates, parts lists and parts pricing.

2. Adding search functionality to the template page to search templates by base model and model.

3. Ability to change all segment numbers in the segment list from one page rather than editing them one at a time.

Please let me know if you are interested. Additional ideas are welcome.

  • Scott Merrill
  • Jan 11 2022
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  • Paul Phillips commented
    April 07, 2022 15:43

    Would also recommend the ability to copy a template to a new template for revision for serial number breaks.



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