All ideas

We do not want to delete this cancelled service order. We remove the resource and change the status to cancelled. It still shows on mobile installer for the last resource that was assigned.

It would be really nice to be able to create more than one dashboard, like we do with custom layouts, to display various information. The (6) items we get for the home page analytics works for one aspect of my roles, but not the others and it woul...

While I appreciate the option to select "OFE", "Non-billable", etc. and it adds it to the description would it at all be possible that this status be reflected in the pricing columns of the product when running reports? This would make it very obv...

We need the ability to adjust the colors for rows that are selected on projects. We customized the rows and colors but the selected text colors are not readable and not change able. See screenshot

We use a location prefix(typically room number) in a component ID. And some times a room changes name both after project is finished, or even during the time we work on a project. then it would be useful to change parts of the component ID without...

When creating a new product/wire, it would be nice that it declined duplicates based on Part Number instead of name. A simple spacing in the name is enough for D-tools to allow two identical products with identical Part Numbers to exist.

Could we please have a feature where payments terms can be set to a client. Then, when a new project is created and a client is assigned to that project, the payments terms in the project would be automatically filled in to match what is set to th...

In projects, would it be nice if one or two accessories could be marked as optional items? Presently, accessories cannot be marked as optional if the parent is non-optional.

Projects have labor types for installation labor. Would it be a good feature to have separate maintenance/service plan hours for products that will be added to a service plan from the project? The calculated percentage option is there; also, any c...

Being able to merge planning tasks would allow us to convert to SI tasks that don't have to be by just the room location. By merging planning tasks we could effectively create tasks by floor without having to create them manually, which is very te...