All ideas

We need to be able to put items on the SI calendar that aren't project related. We are struggling with double bookings when we have things like trainings, meetings, vacations, etc. that are not shown on the D-Tools calendar because there is no way...

It is recommended to introduce a new feature within the main toolbar titled “Related Service Orders.” This section would allow users to associate and navigate between service orders that are operationally or contractually linked. The Related Servi...

We would like a more flexible and modular proposal/reporting engine, including: The ability to define proposal structure independently from line-item layout Modular sections (narrative, scope, phases, systems, summaries) that can be rearranged or ...

Can there be a permission that forces my team to start their project from an integration and another permission which requires them to use one of our project templates? I want to force team members to use the integration AND one of our templates w...

The ability to show the items pricing history. As well all know we've had major price increases over the last 6 yrs. Many manufacturers have had lots of increases, and it would have been very helpful to track who has done what. Possible to add thi...

Sometimes we end up with duplicate products in the catalog based on different people adding them at different times. Maybe the manufacturer is slightly different on one vs the other or the part number is slightly different from one vendor to the n...

Since Visio is now warning us when we have files that have more than 10-pages and most of our larger projects require more than 10 pages, we have started breaking out our drawings into three files. Plans, Schematics, and Elevations. This can be cu...

The reports have a preset auto naming convention that doesn't align with our naming convention. We start all our reports with the date to control versioning in the "YYMMDD" format, but D-tools only allows YYYY-MM-DD format. Be good to have the fle...

In our report manager, we would like the ability to both sort reports (instead of alphabetically) and hide reports that aren't needed. Currently, we name the reports to start with a number so they appear at the top. It would be great if this numbe...

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...