CloudLink Service

CloudLink Service is a service management software designed to assist service-based businesses in streamlining their operations. This cloud-based small business management software platform offers ERP solutions for small businesses, integrating with Infusionsoft® and QuickBooks Online®. According to the vendor, CloudLink Service is aimed at small businesses with 1-25 employees in various industries, including field service management, consulting services, home services, professional services, construction and contracting, retail, and e-commerce.

Key Features

Scheduling and Dispatching: According to the vendor, users can manage schedules and appointments with a visual dispatch board, automate communication to field technicians and customers, and receive notifications with technician and vehicle information.

Work Order Management: The vendor states that CloudLink Service allows users to automate workflow processes for handling orders, communicate changes to field personnel, and create a centralized location for order paperwork.

Project/Job Management: Users can track time, tasks, billing, and expenses, monitor progress and performance of service personnel, and manage additional expenses and identify performance issues, according to the vendor.

Product and Inventory: The vendor claims that CloudLink Service enables users to manage products and detailed inventory information, gain better control over inventory and products, and track product usage and associated costs.

Reporting and Intelligence: Users can generate detailed reports and business intelligence, utilize automation tools to streamline processes, and gain insights into critical aspects of running the business, according to the vendor.

Purchasing: The vendor states that CloudLink Service allows users to track and manage product purchases from vendors, create purchase orders manually or automatically, and control access to purchasing and establish cost levels.

Jobs and Projects: Users can track jobs, projects, and associated costs, manage tasks and schedules for jobs and projects, and create and approve work orders, assigning them to staff or contractors, according to the vendor.

Time Tracking: According to the vendor, users can clock in and out of tasks and work orders, log time against jobs, projects, or customers, and track costs associated with time entries.

Scheduling: Users can schedule appointments and work orders, create complex job schedules based on available resources, and use skills and costs to determine schedules, according to the vendor.

Orders: The vendor claims that CloudLink Service allows users to create estimates, sales orders, and invoices, add products and services to orders, and track order status from sold to delivered.