Texada Knowledge Base
Texada Help Center
Release Notes
Top Searched Articles
Release Notes
Release Calendars
Feature Highlights
Rental Management
Sales & Service (formerly CloudLink)
Texada WorkFlow
Handle CRM
Texada SRM (Systematic Rental Management)
Texada Web
Texada Mobile
Texada GateWay
Support & Troubleshooting
Contact Support
More Information
Texada Identity Service (TIS)
Onboarding Programs
SRM Training Videos
Rental Training Videos
Sales: Equipment CRM
Getting Started
Sales Rep - Getting Started
Sales Rep - On The Go
Sales Rep - Customers
Sales Rep - Pipeline
Executive - Getting Started
Executive - On The Go
Executive - Customers
Executive - Pipeline
Executive - Secured Modules
SalesLink Flex
Integrations
Service: ServiceLink
Getting Started
Scheduler
Executive
Technician
Warranty
Admin
Management
ServiceLink Flex
Integrations
Rental: SRM
Getting Started
Accounting
Counter
Inventory Control
Purchase Orders
Work Orders
Operators
System Maintenance
Integrations
Troubleshooting
Resources
Handle CRM
Getting Started
Administration
Handle CRM
Analytics
Inventory
Mobile
Calendars
Paperless
Rental: Analytics
Getting Started
Reports
Rental: GateWay
Getting Started
New Administration Panel
Administration Panel
Administration Panel - CMS
Administration Panel - Products, Categories, and Attributes
Administration Panel - Users
Administration Panel - Requests
Customer Access Portal
Customer Access Portal - Rentals
Customer Access Portal - Invoices
eCommerce Websites
eCommerce Websites - Ordering
Integrations
Rental: Texada Mobile
Getting Started
Tickets
Work Orders
In-Yard Returns
Schedule
Notifications
Inspections
Asset Management
Rental: Texada Pay
Getting Started
Configuration
Processing Payments
Troubleshooting
Rental: Texada Web
Getting Started
Dashboard
Tickets
Work Orders
Contracts
Invoices
Customers
Returns
Inventory
Operators
Time Tracker
Settings
Troubleshooting
Rental: WorkFlow
Getting Started
WorkFlow for Web
WorkFlow Mobile Application
Rental Asset Management for Cranes
Sales: Customer Order to Invoice
Getting Started
Sales: iMACS
Getting Started
Admin
Project
Receiving
Engineering Services Register
Integrations
Sales: iQuote
Getting Started
Integrations
Admin
Links
Quote Management
Service: Condition Monitoring Portal
Getting Started
EquipmentLink
Administration
Troubleshooting
Service: Equipment Monitoring Toolkit
Getting Started
Admin
Equipment
Service: Parts & Service Quoter
Getting Started
Service: Service Agreement Quoting
Getting Started
Personalize
Admin
Quotes
Workflow
Sales & Service: CloudLink
Getting Started
Integrations
CloudLink API Center
Sales & Service: Tools
Customer Search
Customer Hierarchy
Survey Hub
Opportunity Lead Generation Analyzer
CloudLink Console
Gatekeeper
Inventory
Contract Tracking
Back to home
Texada Knowledge Base
Release Notes
Top Searched Articles
Release Notes
Release Calendars
Feature Highlights
Rental Management
Sales & Service (formerly CloudLink)
Texada WorkFlow
Handle CRM
Texada SRM (Systematic Rental Management)
Texada Web
Texada Mobile
Texada GateWay
Support & Troubleshooting
Contact Support
More Information
Texada Identity Service (TIS)
Onboarding Programs
SRM Training Videos
Rental Training Videos
Sales: Equipment CRM
Getting Started
Sales Rep - Getting Started
Sales Rep - On The Go
Sales Rep - Customers
Sales Rep - Pipeline
Executive - Getting Started
Executive - On The Go
Executive - Customers
Executive - Pipeline
Executive - Secured Modules
SalesLink Flex
Integrations
Service: ServiceLink
Getting Started
Scheduler
Executive
Technician
Warranty
Admin
Management
ServiceLink Flex
Integrations
Rental: SRM
Getting Started
Accounting
Counter
Inventory Control
Purchase Orders
Work Orders
Operators
System Maintenance
Integrations
Troubleshooting
Resources
Handle CRM
Getting Started
Administration
Handle CRM
Analytics
Inventory
Mobile
Calendars
Paperless
Rental: Analytics
Getting Started
Reports
Rental: GateWay
Getting Started
New Administration Panel
Administration Panel
Administration Panel - CMS
Administration Panel - Products, Categories, and Attributes
Administration Panel - Users
Administration Panel - Requests
Customer Access Portal
Customer Access Portal - Rentals
Customer Access Portal - Invoices
eCommerce Websites
eCommerce Websites - Ordering
Integrations
Rental: Texada Mobile
Getting Started
Tickets
Work Orders
In-Yard Returns
Schedule
Notifications
Inspections
Asset Management
Rental: Texada Pay
Getting Started
Configuration
Processing Payments
Troubleshooting
Rental: Texada Web
Getting Started
Dashboard
Tickets
Work Orders
Contracts
Invoices
Customers
Returns
Inventory
Operators
Time Tracker
Settings
Troubleshooting
Rental: WorkFlow
Getting Started
WorkFlow for Web
WorkFlow Mobile Application
Rental Asset Management for Cranes
Sales: Customer Order to Invoice
Getting Started
Sales: iMACS
Getting Started
Admin
Project
Receiving
Engineering Services Register
Integrations
Sales: iQuote
Getting Started
Integrations
Admin
Links
Quote Management
Service: Condition Monitoring Portal
Getting Started
EquipmentLink
Administration
Troubleshooting
Service: Equipment Monitoring Toolkit
Getting Started
Admin
Equipment
Service: Parts & Service Quoter
Getting Started
Service: Service Agreement Quoting
Getting Started
Personalize
Admin
Quotes
Workflow
Sales & Service: CloudLink
Getting Started
Integrations
CloudLink API Center
Sales & Service: Tools
Customer Search
Customer Hierarchy
Survey Hub
Opportunity Lead Generation Analyzer
CloudLink Console
Gatekeeper
Inventory
Contract Tracking
Release Notes
Texada Product Updates
Release Calendars
2025 Texada Release Calendar
2024 Texada WorkFlow Release Calendar
2024 Texada Rental Release Calendar
2024 Texada CloudLink Release Calendar
2023 Texada CloudLink Release Calendar
See more
Feature Highlights
Handle - Layout Builder Enhancements
iQuote - Bulk Refresh Standard Job Pricing
SalesLink Flex - Additional Filters for Around Me
October 2024 ServiceLink Enhancements
Texada SalesLink - Search for Serial Number
Share to SalesLink Flex
CSA Configuration
iQuote: Automatic Quote Summary Email Drafting
Commissions - Enable Commission Approval Based On COTI Checklist Item Completion
Introducing the new GateWay Administration Panel!
COTI - Checklist Recalculation Lookback Period and UI Updates
WorkFlow Mobile - Headers
iQuote: Transaction Details and Competitor Info
Customer Order to Invoice: See Days Not Invoiced in Pending Deals
Texada Mobile: Sign Contract During Delivery
ServiceLink Flex: Offline Functionality
iQuote: Edit Model Description for non-Cat Machines
ServiceLink - Review Completed Segment Status
SalesLink - Executive: Delete PSE Leads
Contracts 2.0 - Second Wave
Introducing Contracts 2.0
ServiceLink: Auto-Create Inspection Segment
ServiceLink Flex: Elapsed Time Labor Entry
iQuote: Remove Manually-Added Items When Changing Quote Source
Texada Mobile: UI Updates
Service Agreement Quoting: Faster Quote Creation, Add Multiple Equipment, and Equipment List Grid View
Texada Mobile: Location Filter for Tickets and Work Orders
Condition Monitoring Portal: Assign a Case to an Existing Lead
ServiceLink: Backlog Notification on Work Order Creation
Service Agreement Quoting: Event Visibility
Service Agreement Quoting: Additional Personalization for Equipment Defaults
ServiceLink Flex: Overnight Labor Entries
iQuote: Display Standard Job Serial Number and SMCS Codes
iQuote: Local Item Upload
SalesLink - Executive: Activity Type and Activity Group Type Management
ServiceLink: Dropbox Location by Latitude and Longitude
Condition Monitoring Portal: CC on Lead Creation
The Model Exceptions Page
SalesLink - Executive: CAT Marketing Fleet Segmentation
See more
Rental Management
2024.1121 Rental Management Release Notes
2024.1107 Texada Rental Management Release Notes
2024.1024 Texada Rental Management Release Notes
2024.1010 Texada Rental Management Release Notes
2024.0926 Texada Rental Management Release Notes
2024.0912 Texada Rental Management Release Notes
2024.0829 Texada Rental Management Release Notes
2024.0815 Texada Rental Management Release Notes
2024.0801 Texada Rental Management Release Notes
See more
Sales & Service (formerly CloudLink)
2024.1121 Sales & Service Release Notes
2024.1107 Texada CloudLink Release Notes
2024.1024 Texada CloudLink Release Notes
2024.1010 Texada CloudLink Release Notes
2024.0926 Texada CloudLink Release Notes
2024.0912 Texada CloudLink Release Notes
2024.0829 Texada CloudLink Release Notes
2024.0815 Texada CloudLink Release Notes
2024.0801 Texada CloudLink Release Notes
2024.0718 Texada CloudLink Release Notes
2024.0704 Texada CloudLink Release Notes
2024.0620 Texada CloudLink Release Notes
2024.0606 Texada CloudLink Release Notes
2024.0523 Texada CloudLink Release Notes
2024.0509 Texada CloudLink Release Notes
2024.0425 Texada CloudLink Release Notes
2024.0411 Texada CloudLink Release Notes
2024.0328 Texada CloudLink Release Notes
2024.0314 Texada CloudLink Release Notes
2024.0229 Texada CloudLink Release Notes
2024.0215 Texada CloudLink Release Notes
2024.0201 Texada CloudLink Release Notes
2024.0118 Texada CloudLink Release Notes
2024.0104 Texada CloudLink Release Notes
2023.1130 Texada CloudLink Release Notes
2023.1116 Texada CloudLink Release Notes
2023.1102 Texada CloudLink Release Notes
2023.1019 Texada CloudLink Release Notes
2023.1005 Texada CloudLink Release Notes
2023.0921 Texada CloudLink Release Notes
2023.0907 Texada CloudLink Release Notes
2023.0824 Texada CloudLink Release Notes
2023.0810 Texada CloudLink Release Notes
2023.0727 Texada CloudLink Release Notes
2023.0713 Texada CloudLink Release Notes
2023.0629 Texada CloudLink Release Notes
2023.0615 Texada CloudLink Release Notes
2023.0601 Texada CloudLink Release Notes
2023.0518 Texada CloudLink Release Notes
2023.0504 Texada CloudLink Release Notes
2023.0420 Texada CloudLink Release Notes
2023.0406 Texada CloudLink Release Notes
2023.0316 Texada CloudLink Release Notes
2023.0302 Texada CloudLink Release Notes
2023.0216 Texada CloudLink Release Notes
Texada CloudLink Legacy Release Notes
See more
Texada WorkFlow
6.31 Texada WorkFlow Release Notes
6.29 Texada WorkFlow Release Notes
6.25 Texada WorkFlow Release Notes
6.20 Texada WorkFlow Release Notes
6.8.2 Texada WorkFlow Mobile Release Notes
6.5.1 Texada WorkFlow Release Notes
See more
Handle CRM
2024.1109 Handle Release Notes
Handle Pre-Release Notes, June 27, 2022
Texada SRM (Systematic Rental Management)
2024.0620 Texada SRM Release Notes
2023.1214 Texada SRM Release Notes
2023.06.15 Texada SRM Release Notes
2022 SRM (Systematic Rental Management) Release Notes
2022.02 SRM (Systematic Rental Management) Release Notes
2023.01 Texada SRM Release Notes
2021 SRM (Systematic Rental Management) Release Notes
2020 SRM (Systematic Rental Management) Release Notes
2019 SRM (Systematic Rental Management) Release Notes
2018 SRM (Systematic Rental Management) Release Notes
See more
Texada Web
2024.0620 Texada Web Release Notes
2024.0425 Texada Web Release Notes
2024.0328 Texada Web Release Notes
2024.0229 Texada Web Release Notes
2024.0208 Texada Web Release Notes
2023.1214 Texada Web Release Notes
R.2023.1116 Texada Web Release Notes
R.2023.10.19 Texada Web Release Notes
2023.0926 Texada Web Release Notes
2023.06.15 Texada Web Release Notes
2023.01 Texada Web Minor Releases
2023.01 Texada Web Release Notes
2022.02 Texada Web Minor Releases
2022.02 Texada Web Release Notes
2022 Texada Web Release Notes
2021 Texada Web (Formerly FleetLogic) Release Notes
2020 Texada Web (Formerly FleetLogic) Release Notes
2019 Texada Web (Formerly FleetLogic) Release Notes
2018 Texada Web (Formerly FleetLogic) Release Notes
See more
Texada Mobile
M.2024.0509 Texada Mobile Release Notes
M.2024.0411 Texada Mobile Release Notes
M.2024.0314 Texada Mobile Release Notes
M.2024.0229 Texada Mobile Release Notes
M.2024.0201 Texada Mobile Release Notes
M.2023.1116 Texada Mobile Release Notes
M.2023.09.21 Texada Mobile Release Notes
2023.08.24 Texada Mobile Release Notes
2023.08.10 Texada Mobile Release Notes
2023.07.13 Texada Mobile Release Notes
2023.01 Texada Mobile Minor Releases
2023.01 Texada Mobile Release Notes
2022.02 Texada Mobile Minor Releases
2022.02 Texada Mobile Release Notes
2022 Texada Mobile Release Notes
2021 Texada Mobile (Formerly FleetLogic) Release Notes
2020 Texada Mobile (Formerly FleetLogic) Release Notes
2019 Texada Mobile (Formerly FleetLogic) Release Notes
2018 Texada Mobile (Formerly FleetLogic) Release Notes
See more
Texada GateWay
2024.0425 Texada GateWay Release Notes
2024.0328 Texada GateWay Release Notes
2024.0229 Texada GateWay Release Notes
2024.0208 Texada GateWay Release Notes
2023.1214 Texada GateWay Release Notes
R.2023.1116 Texada GateWay Release Notes
R.2023.10.19 Texada GateWay Release Notes
2023.06.15 Texada GateWay Release Notes
2023.01 Texada GateWay Minor Releases
2023.01 Texada GateWay Release Notes
2022.02 Texada GateWay Minor Releases
2022.02 Texada GateWay Release Notes
2022 GateWay Release Notes
2021 GateWay Release Notes
2020 GateWay Release Notes
2019 GateWay Release Notes
2018 GateWay Release Notes
See more