The upcoming updates to Service Link will change how the Service Link is organized. Allowing for an easier-to-manage and more detailed Service Link experience for your customers. It will also give you more control over what is or isn't visible to your customers.
If you are a client of one of our customers, who receives and uses Service Links, the section directly below will break down the new features and how they will benefit you.
New Service Link Features
Below is a list of new features coming to Service Links soon.
- The New Service Link will have two new views that will show your customers detailed info about their job:
- Summary View - (Coming April 5th, 2023)This shows a summary of the Job. This view will be broken down by each individual service detail summary.
- Timeline View - (Coming April 26th, 2023)This shows all the details about the job based on the time in which the work took place on the job. This allows your customers to follow along with your work over time so they can be sure about what happened and when. This view will also have timeline filters that your customers can set to easily view what took place on the job at an exact time.
- New Expandable/Collapsable accordion menus (Coming April 26th, 2023) that make it easier to understand the Service Link details. Especially when there is a lot of information on large scopes of work (large jobs or projects.)
- Attachments and Comments (Coming April 26th, 2023) that are associated with a service will now be visible to customers on Service Links.
Summary View
Summary View (Coming April 5th, 2023) will show a summary of the Job. This view will be broken down by each individual service detail summary.
To select summary view, click the Summary tab on the Service Link.
Timeline View
Timeline View (Coming April 26th, 2023) will show all the details based on the time in which the work took place on the job. This will allow your customers to follow along with your work over time so they can be sure about what happened and when. This view will also have timeline filters that your customers can set to easily view what took place on the job at an exact time.
To select Timeline View, click the Timeline tab on the Service Link.
Timeline View Filters
Timeline View will also have timeline filters (Coming April 26th, 2023) that your customers can set to easily view what took place on the job at an exact time. Customers will be able to filter the timeline by Time Period.
How will I be able to add filters:
- In Timeline View, click the Show: drop-down menu.
- Check to select the time period you want to filter for.
- If you select Custom Range, a start and end date will appear, enter the custom date range (mm/dd/yy).
- If you select Custom Range, a start and end date will appear, enter the custom date range (mm/dd/yy).
- Click Apply.
- Click clear all to clear filters.
Expandable/Collapsable Menus
New Expandable/Collapsable accordion menus (Coming April 5th, 2023)will make understanding the Service Link details easier. Especially when there is a lot of information on large scopes of work (large jobs or projects.)
Attachments and Comments by Service
Attachments and Comments made at the service level will be visible and organized by service on Service Links. (Coming April 26th, 2023)
New Send Service Link Menu Options
You will be able to have more control over what your customers see on their Service Links. You will be able to enable attachments and comments by services on the job. (Coming April 26th, 2023)