This document describes features of links that are available for your company that can be used by people that are not logged into ServiceLink. These include the following features: 

    Rapid Requests

    Scheduling Requests

    Quick Pay

    Virtual Terminal

The first three links can be placed on your website to provide clients with a direct connection to these features without having to know a different website address to go to or log into ServiceLink. The Virtual Terminal link can be bookmarked in your browser and used by your reporting firm users when you use the Fuze merchant type.

Link Structure

Links are comprised of the ServiceLink website address plus the domain name for your company plus the

feature name. You can find your domain name in Settings ► My Company.

For example, the “Rapid Request” feature can be opened from the following link for the domain above:

        https://www.alservicelink.com/standardreporting/rapidrequest

(Note: this sample is a fictitious link as well as all samples throughout this document.)

Division Settings

All features can be used for all or a select number of divisions that you may have set up in your company. These features are turned on in the Division settings page of ServiceLink. When logged in as a company admin user, go to Settings ► Divisions in the left menu, click on a division then go to the “Main” tab.

If you share clients across all divisions, you may choose to only turn them on for one division so that all requests and payments go through that division for ease of use. If it is turned on for more than one division, the person will be prompted for the division they want to place an assignment request with. For example:

You can also modify your links to use a specific division if you want to provide a separate link for each division. From the “Main” tab of your division settings, look at the top address bar in your browser and look for the “/division_id/##” text. Take a note of the number it shows after “division_id/”. 

Then using the link described above, add “/index/division/##” to the end of it. This will prevent the user from being prompted for the division to use. For example: https://www.alservicelink.com/standardreporting/rapidrequest/index/division/29 

Note that it uses the language settings for the division when people are using these features.

Rapid Requests

A “Rapid Request” is a new assignment request entered by a contact that only contains some minimal information, making it very fast and easy for the contact to enter it. Because it contains so little information, it is simply emailed to the company with any files attached. (It does not store the request in the system.) These can be entered by logged in contacts or by people that are not logged into ServiceLink as this document primarily describes below. 

Link

Use the term “rapidrequest” in the link to get to the rapid request page. For example: https://www.alservicelink.com/standardreporting/rapidrequest

Sample Page

The following is an example of what the rapid request page looks like for a person that is not logged in. 

You will see that the user only has to enter the assignment date, time, their name, email address, client name, phone number and a “captcha” at the bottom of the page. They can attach a file, such as a notice, to the request and enter addition notes on the page as well. 

You can require them to attach a file or make this optional. You can also modify the title of the “Other Information” section. This can be done in the next section called “Setup”.

Setup

If you would like to use the “Rapid Request” feature, you will need to turn it on for the divisions that you want to use it with. 

1. Go to Settings ► Divisions and click on a division.

 The highlighted fields above are related to rapid requests in the Assignment Request Preferences section. Click on the edit icon button on the top right to modify these settings.

2. If you would like to allow logged in contacts to enter rapid requests, turn on the Allow Rapid Requests by Account Holders setting. This will show a button on their dashboard to enter a Rapid Assignment Request. 

3. To allow rapid requests for unknown (not logged in) users, turn on the Allow Rapid Requests by Unknown Users setting. 

4. If you want to require them to attach a file to their requests, turn on the Require Notice File on Rapid Requests setting.

5. If you want to change the title of the Other Information section on the rapid request page, edit the Rapid Request “Other Information” Label field. 

6. Click on the Update button at the bottom of the page. 

Next, turn on the notifications that are sent after a contact enters a new rapid request. 

1. Click on the “Notification Settings” tab for the division. 

2. Find the two notifications for rapid requests. Enter “rapid” in the search field and click Search.

One notification will go to the company and the other will go to the contact as an acknowledgement for the rapid request they entered.

3. Click on the edit button to the right of each notification to turn them on and adjust the text of the email and text you want to send. 

Note: You MUST turn on the company notification in order to get the information about the requests entered by any contacts. These requests do not show in ServiceLink or Solaria.  

Saved Requests

When a contact saves a new rapid assignment request, it will send the information that was entered in the notifications turned on above. It will also attach any files to the email message if the contact uploaded files to the rapid request. 

Due to the limited information that is entered for the requests, these will not show in Solaria when requests are fetched from ServiceLink. They must be manually entered in Solaria based upon the information shown in the email received. 

Scheduling Requests

A “Scheduling Request” is a new assignment request entered by a contact and it contains a full set of fields available for a contact to enter. These can be entered by logged in contacts (as most companies have set up by default), or these can be entered by people that are not logged into ServiceLink as this document primarily describes below. 

Link

Use the term “schedulerequest” in the link to get to the scheduling request page. For example: 

https://www.alservicelink.com/standardreporting/schedulerequest 

Sample Page

The following is an example of what the scheduling request page looks like for a person that is not logged in. 

There are less required fields here than on scheduling requests entered by logged in contacts, however more information is needed to know who is entering the request, such as their name and client information. 

Setup

If you would like to use the “Scheduling Request” feature, you will need to turn it on for the divisions that you want to use it with. 

1. Go to Settings ► Divisions and click on a division.

 The highlighted fields above are related to scheduling requests in the Assignment Request Preferences section. Click on the edit icon button on the top right to modify these settings.

2. If you would like to allow logged in contacts to enter scheduling requests, turn on the Allow Scheduling Requests by Account Holders setting. This will show a button on their dashboard to enter a scheduling request using the name you provide in the language settings for the term “Schedule a Deposition”. 

3. To allow scheduling requests for unknown (not logged in) users, turn on the Allow Scheduling Requests by Unknown Users setting.

4. Click on the Update button at the bottom of the page. 

Next, turn on the notifications that are sent after a contact enters a new scheduling request. 

1. Click on the “Notification Settings” tab for the division. 

2. Find the two notifications for new assignment requests. Enter “new” in the search field and click Search  

One notification will go to the company and the other will go to the contact as an acknowledgement for the request they entered. 

3. Click on the edit button to the right of each notification to turn them on and adjust the text of the email and text you want to send.

Saved Requests

When a contact saves a new scheduling request, it will send the information that was entered in the notifications turned on above. It will also display this request in the calendar and assignment lists with a special status. When Solaria does a fetch, it will retrieve the request so it can be viewed and transitioned into a normal assignment. 

Coming Soon! We will soon be adding an API that can be used by your website so that you can provide your own form for your contacts to enter new assignment requests which will feed right into ServiceLink.

Quick Pay

“Quick Pay” is feature that allows a person that is not logged into ServiceLink to pay one or more invoices. They only need to know the invoice numbers to pay and have their credit card information on hand. This can be used by contacts as well as by the reporting firm, if they would like. 

Link

Use the term “quickpay” in the link to get to the quick pay page. For example: 

https://www.alservicelink.com/standardreporting/quickpay

Sample Page

 The following is an example of what the quick pay page looks like for a user. 

The user simply enters the invoice number they want to pay in the first box and tab out. It will find that invoice and fill in the information regarding the assignment it was on and the balance due on it. They can override the amount they want to pay on each invoice. 

They can add more lines to the list by clicking on the Add Invoice button. 

After entering their credit card information, they will click on Submit Payment to validate the credit card information, save the receipt and mark the invoices as paid. A receipt page will show for them to print if they would like.

Setup

If you would like to use the “Quick Pay” feature, you will need to turn it on for the divisions that you want to use it with. 

1. Go to Settings ► Divisions and click on a division.

The highlighted field above is related to the quick pay feature in the Invoice/Statement Preferences section. Click on the edit icon button on the top right to modify this settings. 

2. To allow unknown (not logged in) users to use the quick pay feature, turn on the Allow Quick Pay setting. 

3. Click on the Update button at the bottom of the page. 

Next, turn on the notifications that are sent after a contact makes a payment. 

1. Click on the “Notification Settings” tab for the division. 

2. Find the two notifications for payments received. Enter “payment received” in the search field and click Search.

One notification will go to the company and the other will go to the contact as an acknowledgement for the payment they made. 

3. Click on the edit button to the right of each notification to turn them on and adjust the text of the email and text you want to send.

Saved Payments

When the payment is submitted, it will send the payment information to the merchant account to be approved and to charge the credit card. A receipt will be created in ServiceLink and the invoices will be updated for the amounts paid on them. It will then send the notifications turned on above. 

When Solaria does a fetch, it will retrieve the payment information, save the receipt and update the invoices.  

Virtual Terminal

A virtual terminal is provided to you to process miscellaneous credit card or ACH payments that are not related to an invoice in ServiceLink. In addition to accessing this from the Tools menu in ServiceLink, you can access it without having to log into ServiceLink. 

Note: These transactions are NOT stored in ServiceLink; however, they can be viewed on the TranSafe website at any time.

Link

Use the term “virtualterminal” in the link to get to the virtual terminal page. For example: 

https://www.alservicelink.com/standardreporting/virtualterminal