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Product Updates
Equipment CRM & Service Suite CD (formerly CloudLink)
- 2025.0605 Sales & Service Release Notes
- 2024.0509 Texada CloudLink Release Notes
- 2023.0727 Texada CloudLink Release Notes
- 2025.0410 Sales & Service Release Notes
- 2025.1106 Equipment CRM & Service Suite CD Product Updates
- 2026.0101 Equipment CRM & Service Suite CD Product Updates
- 2025.0116 Sales & Service Release Notes
- 2023.1019 Texada CloudLink Release Notes
- 2023.0406 Texada CloudLink Release Notes
- 2023.1130 Texada CloudLink Release Notes
- 2024.0229 Texada CloudLink Release Notes
- 2025.0814 Sales & Service Product Updates
- 2024.0215 Texada CloudLink Release Notes
- 2025.0717 Sales & Service Product Updates
- 2025.0227 Sales & Service Release Notes
- 2023.0629 Texada CloudLink Release Notes
- 2024.0801 Texada CloudLink Release Notes
- 2023.0907 Texada CloudLink Release Notes
- 2024.0926 Texada CloudLink Release Notes
- 2024.0314 Texada CloudLink Release Notes
- 2024.0815 Texada CloudLink Release Notes
- 2024.1205 Sales & Service Release Notes
- 2025.1120 Equipment CRM & Service Suite CD Product Updates
- 2024.0620 Texada CloudLink Release Notes
- 2026.0212 Equipment CRM & Service Suite CD Product Updates
- 2024.0718 Texada CloudLink Release Notes
- 2025.XXXX Sales & Service Release Notes
- 2023.1116 Texada CloudLink Release Notes
- 2025.0102 Sales & Service Release Notes
- 2023.0921 Texada CloudLink Release Notes
- 2026.0129 Equipment CRM & Service Suite CD Product Updates
- 2024.1010 Texada CloudLink Release Notes
- 2024.1121 Sales & Service Release Notes
- 2025.0925 Equipment CRM & Service Suite CD Product Updates
- 2024.0829 Texada CloudLink Release Notes
- 2023.0504 Texada CloudLink Release Notes
- 2024.0328 Texada CloudLink Release Notes
- 2024.1107 Texada CloudLink Release Notes
- 2024.0118 Texada CloudLink Release Notes
- 2024.0425 Texada CloudLink Release Notes
- 2026.0115 Equipment CRM & Service Suite CD Product Updates
- 2024.0201 Texada CloudLink Release Notes
- 2025.0731 Sales & Service Product Updates
- 2025.0508 Sales & Service Release Notes
- 2025.0130 Sales & Service Release Notes
- 2025.0213 Sales & Service Release Notes
- 2025.1009 Equipment CRM & Service Suite CD Product Updates
- 2023.0316 Texada CloudLink Release Notes
- 2023.1102 Texada CloudLink Release Notes
- 2025.0327 Sales & Service Release Notes
- 2023.0824 Texada CloudLink Release Notes
- 2023.0615 Texada CloudLink Release Notes
- 2026.0226 Equipment CRM & Service Suite CD Product Updates
- 2023.0216 Texada CloudLink Release Notes
- 2025.1204 Equipment CRM & Service Suite CD Product Updates
- 2023.0810 Texada CloudLink Release Notes
- 2025.0619 Sales & Service Product Updates
- 2024.0704 Texada CloudLink Release Notes
- 2024.1024 Texada CloudLink Release Notes
- 2023.0420 Texada CloudLink Release Notes
- 2024.0912 Texada CloudLink Release Notes
- 2023.0302 Texada CloudLink Release Notes
- 2024.0606 Texada CloudLink Release Notes
- 2023.0713 Texada CloudLink Release Notes
- Texada CloudLink Legacy Release Notes
- 2025.0703 Sales & Service Product Updates
- 2024.0104 Texada CloudLink Release Notes
- 2025.0522 Sales & Service Release Notes
- 2023.0518 Texada CloudLink Release Notes
- 2025.0911 Sales & Service Product Updates
- 2025.1023 Equipment CRM & Service Suite CD Product Updates
- 2023.1005 Texada CloudLink Release Notes
- 2024.0523 Texada CloudLink Release Notes
- 2025.0424 Sales & Service Release Notes
- 2023.0601 Texada CloudLink Release Notes
- 2025.0828 Sales & Service Product Updates
- 2024.0411 Texada CloudLink Release Notes
- 2025.0313 Sales & Service Release Notes
Feature Highlights
- COTI - Checklist Recalculation Lookback Period and UI Updates
- Texada SalesLink - Search for Serial Number
- ServiceLink Flex: Overnight Labor Entries
- iQuote: Automatic Quote Summary Email Drafting
- SalesLink Flex - Even More Filters for Around Me
- Equipment CRM - User Interface Overhaul
- SalesLink Flex - Additional Filters for Around Me
- Commissions - Enable Commission Approval Based On COTI Checklist Item Completion
- Equipment CRM - PSE Hyperlinks
- Equipment CRM - Updates to Batch Leads
- ServiceLink: Backlog Notification on Work Order Creation
- Service Agreement Quoting: Faster Quote Creation, Add Multiple Equipment, and Equipment List Grid View
- ServiceLink & ServiceLink Flex - Original Technician Notes
- The Model Exceptions Page
- SalesLink Flex - One-Tap Contact Initiation
- SalesLink - Executive: Activity Type and Activity Group Type Management
- Service Agreement Quoting: Additional Personalization for Equipment Defaults
- CSA Configuration
- Equipment CRM - PSE Type Updates
- SalesLink - Bulk Delete Opportunities, Activities, and Issues
- Equipment CRM Mobile - Search Equipment Inventory
- Global Landing Hub
- iQuote: Edit Model Description for non-Cat Machines
- SalesLink Flex - Open Leads from Notification Emails
- Share to SalesLink Flex
- ServiceLink: Dropbox Location by Latitude and Longitude
- SalesLink Flex - Sales Assistant
- iQuote: Remove Manually-Added Items When Changing Quote Source
- ServiceLink - CAT Service Excellence 2.0 - 'Back To Work'
- Equipment CRM - Trade-In User-Defined Fields
- ServiceLink - Review Completed Segment Status
- SalesLink - Executive: CAT Marketing Fleet Segmentation
- Service Agreement Quoting: Event Visibility
- iQuote: Transaction Details and Competitor Info
- ServiceLink Flex: Elapsed Time Labor Entry
- ServiceLink Flex: Offline Functionality
- SalesLink - OEM Lead Type
- Condition Monitoring Portal: Assign a Case to an Existing Lead
- Docusign - Sign Uploaded Documents
- iQuote: Display Standard Job Serial Number and SMCS Codes
- Customer Order to Invoice - iQuote Documents
- Equipment CRM - Product Options in Opportunities
- ServiceLink: Auto-Create Inspection Segment
- iQuote: Local Item Upload
- Service Management CD Mobile - AI Enhanced Notes
- SalesLink - Executive: Delete PSE Leads
- Customer Order to Invoice: See Days Not Invoiced in Pending Deals
- October 2024 ServiceLink Enhancements
- Condition Monitoring Portal: CC on Lead Creation
- iQuote - Bulk Refresh Pricing of Standard Jobs and Local Items