All ideas

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...

There is a notification and option for email when you are added as a resource/assigned to an Opportunity, but no notification like this for Projects. Could we have a notification and email option when someone is added as a Resource to a Project as...

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.

Make accessorys by drag and drop onto main product in editor

App/Module: D-Tools Mobile Install & SI Administration Problem/Current Behavior: When completing a service order, technicians may need to provide specific, mandatory information. Currently, there is no mechanism to enforce the collection of th...

ability to add note for each change item so in report we can show to customer the reason for deleting/adding/modifying each item or aggregated group of items.

Our company is no longer using the optional field "Phase"; we are using the most current Version of D-Tools (21.23.4672) so now we are using "Labor Type" to track our labor. It's really taking our techs and office admin a lot of time to now popula...

Hello D-Tools team and community, After reviewing many feature requests on this platform, I believe one of the most impactful areas for long-term product growth is how user feedback is collected, contextualized, and transformed into actionable imp...

Can you please add the ability to run a query to see if an AutoCAD or Visio symbol block has been attached to a product?

When we create an export for a submittal report, we have a name for it in the submittal window. It would be nice if the folder where the Project Submittal file in the folder would pick the name from the project submittal setting name