All ideas

Would be good to be able to clone / duplicate a service call. Especially handy for repetitive or frequent scheduled maintenance visits that have the same requirements / tasks and details. Rather than having to type out over and over or copy paste ...

I'd like to be able to export the full catalog with item accessories. This could be very helpful when making bulk edits to the catalog. For example, prior to items having multiple labor types, additional labor types were added as accessories. If w...

Is there a way to create separate permissions for internal change orders vs. external? We would like our engineers to be able to create and and approve internal change orders - which don't affect the final contract value, but only allow project ma...

We recently started using Templates in D‑Tools, and they seem like an excellent way to reuse common installation setups. However, we would like more control over who can access these Templates. Right now, this appears to be possible only through “...

Two requests to add to the SI API: Project deleted - there are few projects that come up with duplicate project numbers, yet they've been deleted in d-tools and they're not duplicates. Requesting a deleted boolean flag so my custom MCP server ca...

Can we add 2x Site Notes Sections and the ability to include or exclude them from reports? So often, we would like to send a report to the client with Site Notes included, but we would also like to add more technical information that does not nece...

With there being so many options for reports, having a way in the manage reports to make reports inactive and not show up as options for people without permissions to manage reports would be awesome. I often end up with people using incorrect vers...

When pricing items for a project, 75% of the time it's perfectly acceptable to use the standard price types for the project and it's nice that we can assign specific price types to a customer. However, there are specific areas where D-Tools is wea...

Is there a way to lock a component ID after it has been generated? If not, this would be a very valuable feature. On most jobs, devices have a very different Component ID requirement. It would be nice to be able to protect items' ID from being ina...

When checking out a project with edited PO's, a prompt reminds the user of PO updates, but does not provide a summary of what has changed. It would be great to know what changed prior to updating the project.