All ideas

How do we archive service plans and service orders that are passed? The filter system is lacking, as when multiple filters are applied. So how can I negate looking through service plans and orders that have happened (in time, ie end date). I see t...

When multiple rows are selected in the project editor the bottom of the interface will display the total count of rows, even if rows contain multiple items. Instead a total count of items is much more helpful. Example - Selecting 10 rows, each wit...

Sometime during the past 6months the Notes field from DTools is being sent to QB by default. Upon reaching out to support, I found out that was "a new feature by design"; however, I think that was a bad decision that does not help all clients and ...

Can we add a toggle to include the service plan pricing in the Payment Terms when sold with a project? The Service Plan cost is now able to be included in the total amount of the quote in the Summary section. Our clients match the Payment Terms br...

When updating specifications on a product, on Save give option to update specs to catalog in the same way I/O asks to update.

Presently, the products are downloaded max 50 at a time. Unsure if this would be a good feature or not, but what if we could right click a manufacturer and say download all, or select a manufacturer,then right click the category and say download a...

When looking at plan views in the visual quote, there is nothing that tells me which plan view I'm looking at unless I zoom into the details on the uploaded plan pdf. Even pulling up the plan view page menu doesn't notate which page I'm currently ...

Would Love if product price could be used to the fifth decimal place

App/Module: D-Tools Mobile Install Dashboard Problem/Current Behavior: The current dashboard is divided into separate views for "Service Orders" and "Tasks." This forces technicians to switch between views to see their full workload. For a field t...

Can you please make the list that shows the project being added to the service plan wider. and show a project number as well? Todd