Feature Requests

Having the ability to do a simple print of a bill or materials would be very helpful. In our process, when the staging occurs, our warehouse manager prints a bill of materials to check the projects inventory against. He prints the inventory list, and places it with the picked inventory for the project for easy recognition of what is required for the project. We've considered using the Installers report, however, there's far to much information on the page. The equipment pictures, full descriptions, labor hours, etc. It would be convenient to have a simple bill of materials list. Make model, part number, project information. medium font, single line, in stock or received. Just a simple list of equipment.

We're a big company and we have a lot of users. Most of them need and have catalog editing privileges. Unfortunately, many times when a user creates or edit a product, there are mistakes left in it and since there's no log of who did what, we can't do targeted training.

Please have a form of AI proposal builder in the pipeline. Portal.io had a killer demo at Cedia and I really hope D Tools has this in development.

When a change needs to be made to a purchase order, have the ability to map to existing QBO or Xero purchase order to append or remove items.

offer a emedded web form functionality so that we can have webtraffic fill out a contact form or schedule a service request. this would then push into the CRM or service sections natively

Could we have a third line that would pull in the job "City" so at a glance we could see what city/town that client is in? Right now we see the client name and ticket# on line one and the time slot on the second one. This would be extremely helpful when looking to schedule multiple calls on the same day. Thanks!

Would really be great if under the service schedule we could assign different colors to each technician. Then at a glance you could see who was busy or open.

It would be great to have an app which contains all the contact information for clients and their associated projects. We could open it to a project and see the contacts, click on one and have it open the phone and place the call, similar to what connect wise implemented years ago. Then if we are on the road and an issue comes up just open, search, click and solve. This could even be added as a tab in the field user version, just so it is available somewhere.

The current project types available in D-Tools' opportunity creation are not relevant to our business. We would like to export our opportunities and track their success for different revenue streams, but with the current options, this is not possible or would have to be a manual process. We have nearly 2,000 quotes per year, so this would be very time-consuming. Being able to change the project types to meet our revenue streams would be incredibly helpful.

We need to ba able to turn the payment schedule screen into a customized document that can be send to corporate customers so know when and how much to make payment to us.