All ideas

We’d like for our Procurement and Finance team to receive an automated task whenever a change order is changed to either pending or approved (both for internal and external change orders). We want to emulate the same queue format that's already in...

For the sales team mobile quote, it would be nice to have ability to select a check list while having a meeting with the customer to go through all the points without missing any. That can be part of the quote, instead of part of the creation pane...

We are working on a hospital with a bunch of 'Patient Rooms'. Each room has a different room number, but the same name 'Patient Room'. We need to be able to allow duplicate room names so long as there is a room number associated with.

Would a checkbox option be nice, which says update value of column if empty in catalog? For example, there might be lots of products with customized descriptions, but I only want to update for those items that have empty descriptions in the catalog.

We need the ability to group resources into groups, and then display the groups in the calendar (not each resource).

Make accessorys by drag and drop onto main product in editor

Greetings! Is there a way for me to show DINING ROOM - A110 vs A110 - DINING ROOM I prefer the room name first, but I need to utilize your Number section.

We often issue a change order which may then be amended further to client feedback or comment. It would be nice to have revisions on change orders.

Is it possible to create a report that combines all site notes for a project into a single document so that if installers are going back after an initial phase they could quickly reference all previous notes.

We are currently using Copilot to draft scope of work, system and location descriptions. We then review the content and copy/paste to d-tools. It would be great if we could get that directly from D-tools, once we le the system know what we need an...