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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

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

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 about 1 year ago in  0 New

We need the ability to assign items within a package or solution to different systems and locations.

No description provided
Sandeep P. over 2 years ago in  0 New

Search options in projects

It would be very useful to be able to add some options to search in projects. Ex search in locations/Visio pagenames. Sometimes a project is just named after building, and room names is only in locations or pagenames in visio. And then later when ...
Guest over 2 years ago in  0 New

Free seat notification

When trying to login into SI, if all seats are in use, the admins get notification that all seats are full. Would be nice to have another notificaiton, when a seats gets freed up only to the person trying to login if they have not yet logged in af...
Guest over 2 years ago in  0 New

Can we get an auto refresh setting, like the auto save setting?

No description provided
Guest about 1 year ago in  0 New

Update Approved Project's Default Tax Rate

Once a project is approved, its sales and labor tax rates are locked, but subsequent change orders can be assigned to a new tax rate before they are approved. I would like the ability to update the project's current sales and labor tax rates, such...
Guest over 1 year ago in  0 New