If an email fails to go through there should be some form of notification so that we can try again. This is specifically in reference to sending a proposal
Not all tasks include items to be installed and not all tasks are for the filed team. Our engineering department uses tasks for work assignments like quoting or creating submittals documentation. It would be nice to be able to have the option to c...
It would be nice if the column names could auto-abbreviate when you shrink the column to be smaller than the name. The column names take up so much horizontal real estate For example: 'Owner Furnished Equipment' can be abbreviate to 'OFE' Also, th...
Add the ability to export or save D-Tools configuration settings so they can be imported later on a new machine or an existing one if settings are inadvertently changed or lost.
Would be amazing if you could build specific report criteria into a document so each time a proposal is rendered, it owuld apply the same critiera each time. Example: When a proposal needs to be run with filters or a specific definition for the sp...
Sometimes we end up with duplicate products in the catalog based on different people adding them at different times. Maybe the manufacturer is slightly different on one vs the other or the part number is slightly different from one vendor to the n...
Equipment Alternatives work great for comparing one product against another, but there's currently no easy way to compare entire system packages (e.g., a 2.0 audio system vs. a 4.0 audio system). Adding one package as an option can confuse clients...
Been running into this on construction jobs. The customer and billing for the construction is different from the end user. End user requested changes that start during the construction process remain pending when the job is completed, but they sti...
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