New Look Service Link and Automatically Resend Quotes (April 26th, 2023)

Derek Torres
Derek Torres
  • Updated

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These updates to Service Link 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 benefit you.

There is also a new feature that allows you to set ServiceTrade to automatically resend quotes to customers based on a selected number of days before quotes expires.

IMPORTANT NOTE: Changing what's visible in sections on a Job's Service Link will affect the appearance of ALL existing Service Links that have already been sent for that specific Job, in addition to Service Links that will be sent in the future.

New Service Link Features

Below is a list of new ServiceLink features.

  • The New Service Link will have two new views that show your customers detailed info about their job:
    Service_Links_Gif_1.gif
    • Summary View - This shows a summary of the Job. This view is broken down by each individual service detail summary.
    • Timeline View - 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 - Organizes and makes 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 - Attachment and Comments associated with a service will now be visible to your customers on Service Links.

Summary View

Summary View shows a summary of the Job. This view is broken down by each individual service detail summary.

To select summary view, click the Summary tab on the Service Link.

Summary.png

 

Timeline View

Timeline View shows all the details based on the time the work took place on the job. This helps your customers follow along with your work over time so they can be sure about what happened and when. This view has 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.

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Timeline View Filters

Timeline View also has timeline filters that your customers can set to easily view what took place on the job at an exact time. Customers can filter the timeline by Time Period.

How will I be able to add filters:

  1. In Timeline View, click the Show: drop-down menu.
  2. Check to select the time period you want to filter for.
    Screenshot-2023-03-07-at-1-52-39-PM-1-.png
    • If you select Custom Range, a start and end date will appear. Enter the custom date range (MM/DD/YY).
      Custom.png
  3. Click Apply.
    • Click clear all to clear filters.

 

Expandable/Collapsable Menus

New Expandable/Collapsable accordion menus make organizing and understanding the Service Link details easier. Especially when there is a lot of information on large scopes of work (large jobs or projects.)

Service_Links_Gif_2.gif

 

Attachments and Comments by Service

Attachments and Comments made at the service level are visible and organized by service on Service Links.

Attach_Comment_ServiceLink.png

New Send Service Link Menu Options

You can have more control over what your customers see on their Service Links. You can enable attachments and comments by services on the job.

Enable_ServiceLink.png

 

Automatically Resend Quotes

Note: This feature is only available to Premium and Enterprise Subscription customers. Please reach out to your Account Manager at am@servicetrade.com

This new feature allows you to set ServiceTrade to automatically resend quotes to customers based on a selected number of days before quotes expire.

This new feature will help you and your Sales Team automate following up on quotes that are submitted but no further action has yet to be taken by the customer.

Follow the instructions below to turn this feature on:

Important Recommendation: Before enabling this setting, we highly recommend you clean up your expired quote history to prevent bulk sending old quotes.

Automatically Resend Quotes That Have Been Submitted

  1. On the Navigation Bar, click your Profile Picture.
  2. Click Account Settings.
  3. Click to expand the Account Preferences accordion.
  4. Click to check Yes or No, in the Enable Quotes Auto Resend option.
    • If you choose "Yes", Quotes in the Submitted status will be automatically resent as they reach the date parameters set by your company. Quotes will be resent to the same recipients with all the specifications, including the email body, as in the initial communication. Go to Step 5.
    • If you choose "No", no actions will be taken. Skip to Step 6.
  5. Select from the Days drop-down menu the number of days prior to the quote's expiration that you want it to auto-resend.
  6. Click Save when done.

Note: These Quotes will send at 7 am UTC, which is 3 am EST.

Automatically_send_quotes.png

 

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