Would be helpful if in the revisions window in project explorer we could add more fields to be shown. For instance Price without tax, cost, margin ect. So we can see at a quick glance the differences in these fields over the course of revisions.
Can there be a special page break character for RTF files/scope of work files that would be recognized by the system so that the user does not have to press enter multiple times in RTF to set the content in line within the next page?
Tasks to assign to warehouse that don’t count towards labour hours on site
A way to assign a warehouse member of staff to pick items or stage items ahead of an installation that doesn’t count towards the job labour hours. Could be for example load a van with these items ready for the engineers that are going to site. Wit...
Is there any way to lock the timesheets so the guys can't make changes to their times in mobile install? I just need them to clock in and out and have the description section. I want them to reach out to us if they need their timesheet adjusted.
Some companies use location or system attributes in their comp ID. Some use other fields. In drawing, when location of the item is changed, a prompt would be nice which asks if we want to regenerate ID. This option can be managed from Project sett...
In customer portal, we have the ability to select any standard report and send to customer. What would be rad is to have ability to send a task or service order report which will have details of work done for the day and maybe images from site too...
App/Module: D-Tools Mobile Install & SI Desktop Integration Problem/Current Behavior: When a technician updates a job status in the Mobile Install app, the change does not automatically sync to the SI Desktop Calendar. An office user must manu...
Add ability to include rendered PDF reports on workflow email notifications.
We would like to be able to build a workflow where when a project status is updated or a task or SO status is updated, that it could generate a PDF report of our choosing from the reports list.
Would it be possible to add an additional level of drawing indication in the project viewer? Currently we have a filled blue circle that indicates the object has been added to the currently viewed page. Can we add a blue circle with no fill to ind...
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