All ideas

Add the ability to export or save D-Tools configuration settings so they can be imported later on a new machine or an existing one if settings are inadvertently changed or lost.

Would be amazing if you could build specific report criteria into a document so each time a proposal is rendered, it owuld apply the same critiera each time. Example: When a proposal needs to be run with filters or a specific definition for the sp...

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...

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...

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 ...

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...

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 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.

We are finding little value in the daily email that arrives each morning. Effectively, it is only an unsorted list of incomplete tasks and service orders (SOs). Beyond that, the information listed in this message provides almost no value for infor...