All ideas

Extra field on Payment terms or maybe one list style custom field: Unpaid/Pending Paid/Received (maybe received date needed for this too) Overdue

Internal COs such as those created for scope reallocation, accounting adjustments, or internal labor reassignments—should not alter the budgeted cost of a project. Their purpose is typically tracking internal shifts, not adding real expense to the...

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 “...

Bundled cable is typically a composite cable with two or more cables inside a common jacket. This wire typically will have a spec sheet associated with it and often not the individual cables inside the bundle/composite. Can we have the ability to ...

Would love to see invoices sent out of D-Tools have a .pdf of the invoice attached to the email it sends. We have some client's that use services like bill.com for tracking invoices and payments to vendors/contractors. They informed me that they o...

Give the option to draw down project misc. parts budget with external change orders. This would allow us to use Misc. Parts as a bit of a "contingency" budget if needed.

We’re trying to find a way to manage project checklists in D-Tools that allows them to carry over seamlessly from task to task. Here’s the specific challenge we’re encountering: Issue: When we assign a checklist to a single task and later need to ...

Would be a great feature to have for looped wires. The headend can say AV Rack or Lighting Control Panel, or Network Rack. Then, on drawing, we can have same coponent ID cable, which can be duplicated by using Paste Aleternate Shapes. Then to whic...

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...

There doesn't appear to be a way to have item accessories show up in a submittal with their parent items. Instead, they show up alphabetically in the overall list, as if they are actually separate items. (Unless i'm not seeing that feature). It's ...