Option to View Previous Site Images in Mobile Install
App/Module: D-Tools Mobile Install Problem/Current Behavior: When working on a job, a technician can only see the site images associated with that specific, current task. They cannot access historical images from previous visits to the same projec...
Guest
8 months ago
in
0
4
VOTE
Not supported for the current status
Global Search Functionality in SI Desktop
App/Module: D-Tools SI Desktop Problem/Current Behavior: To find information, a user must first navigate to the specific module where they believe the information resides (e.g., Projects, Tasks, Service Orders, Catalog) and then perform a search w...
Guest
8 months ago
in
0
4
VOTE
Not supported for the current status
Configurable Landing Page for Mobile Install
App/Module: D-Tools Mobile Install Problem/Current Behavior: Upon login, all technicians are defaulted to the Dashboard page. This page separates "Service Orders" and "Tasks," which is not intuitive for a technician who simply needs to see their c...
Guest
8 months ago
in
0
2
VOTE
Not supported for the current status
Import Order Confirmation/ Sales orders into D-Tools
I would love to be able to import Order Confimations/ Sales Orders/ Invoicecs into the assiciated Purchase Order. Than I will be able to quickly compare received goods with the SO/ invoice without having to find them in my emails.
Guest
4 months ago
in
0
4
VOTE
Not supported for the current status
It would be helpful if Miscellaneous Items could be selected as "taxable"
This is where we put Freight/Shipping and Install Materials both of which are taxable in the state of Minnesota
Guest
8 months ago
in
0
8
VOTE
Not supported for the current status
Comprehensive List of Keyboard Shortcuts
Need a list of keyboard shortcuts to toggle between windows, in addition to others. For example, regarding service, we would like to be able to toggle directly from 'Clients' to 'Service.' TYIA.
Guest
over 1 year ago
in
0
12
VOTE
Not supported for the current status
Expanding the submittals feature
I think the new submittals feature is pretty great so I wanted to provide some feedback on how this tool, or more specifically the framework of this tool, could be utilized to improve SI's feature set. There are a ton of docs that could be include...
Sandeep P.
almost 2 years ago
in
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4
VOTE
Not supported for the current status
Can we get an auto refresh setting, like the auto save setting?
No description provided
Guest
8 months ago
in
0
9
VOTE
Not supported for the current status
Populate project assignments based on user roles
When creating a project from a template/wizard. it would be nice to have the Sales Rep, Project Manager, Designer fields populate based on Roles assigned to users. Currently you're present with all of the users and have to scroll to find the appro...
Guest
over 1 year ago
in
0
3
VOTE
Not supported for the current status
Network outlet documentation
We have a lot of projects where we need to document witch network outlet the installed equipment is connected to. Because of this we would very much like to have a separate text box for "Network Outlet" added to the equipment properties just like ...
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