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Purchase Order Reports with Items

Request the addition of one click access from PO to purchase order report with items instead of having to drill down into the PO to the reports section and run the report. Also requesting the ability to quickly print all PO reports with items for ...
Guest over 2 years ago in  0 New

View Project Service Order History in Mobile Install

App/Module: D-Tools Mobile Install Problem/Current Behavior: A technician at a client site has no way to view the history of previous service orders that were part of the same overall project. This lack of historical context can make it difficult ...
Guest about 1 year ago in  0 New

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 about 1 year ago in  0 New

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 about 1 year ago in  0 New

Confusing Workflow

I was mass updating tasks and while I understand why this is the way it is so we can update multiple fields at once which is great, it was confusing for the boolean checkboxes. I don't know what I would suggest, but it was confusing because there ...
Sandeep P. over 1 year ago in  0 New

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 about 1 year ago in  0 New

Bitfocus Companion for Stream Deck Integration

I have a lot of the functions in system integrator programmed into Bitfocus Companion so I can fire functions from my Stream Deck. e.g. Clone, Delete, Views, Add Product, Add Labor, etc. This speeds up workflow compared to using only a mouse or ev...
Guest over 1 year ago in  0 New

Auto categorize SOW files into SOW category.

Right now they just go to 'Other' would be better if the category could be customized.
Sandeep P. over 1 year ago in  0 New

Mobile Install - items filter

Items should be able to be filtered by phase as well as location.
Mike Eastman over 1 year ago in  0 New

Add Status updates for Tasks and Service Orders to the Customer Portal

It would be great to be able to provide status updates from service orders and tasks through the client portal.
Guest about 2 years ago in  0 New