All ideas

Is there a way (or can this be an added feature) to require specific fields be filled out before creating a new service order?

I would like a stock/inventory i d-tools. And when adding products to projects it woud take from inventory first or give the option to take from the inventory.

Oftentimes ownership will change, or a multi-family project will change its name, or both. Would like to search by address to be able to view historical equipment lists for current system updates/upgrades

Can we create workflows that allow for 1 or 2 week reminders when a project status changes to match one of a few triggers. Example, Status type of "Presented - Waiting on Client" or "Design complete - Ready to Preset". If the status doesn't change...

The new mobile app does not allow to select or copy text. This is especially important for copying phone numbers and note keeping.

On CSV updating the catalog, can the system create a snapshot or revision of the catalog to which the user can revert back too?

Minor UI feature request. When someone is doing a Visio or CAD drawing, and they have the project editor open on the side, with the list grouped by location or system, or both, if there are too many items in a location, and we scroll down, the loc...

Project Comments is an amazing feature in D-Tools that goes unused by many users. It is a great feature that can help with time-stamped note-taking, instructions, and action items. Currently, the comments window, when open, locks the projects expl...

Some customers require color coding of the shapes based on placement (rack, lectern, meeting room table, over ceiling etc). It would be nice if this could be utilized by assigning a color per location/sub-location which in turn populates into the ...

Right now, changing the customer (account) on an existing service call isn’t supported. The only editable piece related to that is the contact using “Change contact,” but that doesn’t switch the account itself. If a call is created under the wrong...