CloudLink

CloudLink is a small business management software designed to automate manual tasks and streamline operations for service-based businesses. According to the vendor, CloudLink offers a range of features including scheduling, dispatching, work order management, project/job management, inventory control, purchasing, orders, storage, and delivery. This software is specifically aimed at small businesses with 1-25 employees in various professions and industries such as field service management companies, consulting services, retail operations, online stores, manufacturing businesses, professional services, and e-commerce businesses.

Key Features

Scheduling and Dispatching: According to the vendor, CloudLink enables effective management of schedules and appointments through a visual dispatch board. It also automates communication to field technicians and customers, providing easy access to schedules and updates from mobile devices.

Work Order Management: The vendor states that CloudLink streamlines workflow processes by automating the handling of orders. It facilitates prompt communication of changes to field personnel and provides a centralized location for order paperwork.

Project/Job Management: CloudLink allows users to track time, tasks, billing, and expenses for projects and jobs. According to the vendor, it helps account for additional expenses and monitor progress to ensure projects stay on track.

Product and Inventory: The vendor claims that CloudLink provides efficient management of products and detailed inventory information. It aims to help businesses gain better control over inventory and products, as well as accurately track product usage and movement.

Reporting and Intelligence: CloudLink offers the ability to generate detailed reports for critical business areas, providing valuable insights for decision-making. It also provides access to business intelligence tools to improve processes, according to the vendor.

Purchasing: According to the vendor, CloudLink allows businesses to track and manage purchases for stock, raw materials, and services. It offers the flexibility to create purchase orders manually or automatically, and seamlessly integrates with inventory management.

Jobs and Projects: CloudLink enables users to track jobs, project costs, and expenses accurately. It provides tools to manage tasks, schedules, and work orders efficiently, while allowing the creation and approval of work orders assigned to staff or contractors.

Time Tracking: According to the vendor, CloudLink offers easy time tracking through clock-in and clock-out or manual entry. Users can log time against jobs, projects, or customers, and make changes and adjustments effortlessly.

Scheduling: CloudLink allows businesses to schedule and dispatch appointments and work orders seamlessly. It provides the ability to create schedules for tasks and asset usage, optimizing resource allocation. Complex job schedules based on available resources and required skills can also be created.

Orders: CloudLink facilitates the creation of estimates, sales orders, and invoices effortlessly. According to the vendor, it allows for the promotion of estimates to orders and invoices, while tracking order status from sold to delivered efficiently.