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16 Not supported for the current status

AI to help with drafting of scope of work, location and system description.

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...
Guest about 2 years ago in  0
4 Not supported for the current status

Notification when added as Resource

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...
Guest 6 months ago in  0
17 Not supported for the current status

Change Order revisions

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.
Sandeep P. about 2 years ago in  0
12 Not supported for the current status

Drag n drop - accessorys

Make accessorys by drag and drop onto main product in editor
Guest over 1 year ago in  0
5 Not supported for the current status

Required Custom Fields for Service Order Completion

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...
Guest 8 months ago in  0
2 Not supported for the current status

Change Order - Per item note

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.
Guest 3 months ago in  0
15 Not supported for the current status

Updating Time Sheets, auto populate "Phase"

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...
Guest almost 2 years ago in  0
2 Not supported for the current status

User Feedback Loops to Improve Product Experience and Engagement

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...
Guest 3 months ago in  0
3 Not supported for the current status

Visio and AutoCAD shapes

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?
Guest 5 months ago in  0
3 Not supported for the current status

Submittal Report Name

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
Guest 5 months ago in  0