All ideas

Please add Queries to service order and tasks.

Please add the notes field to the saved locations in the add location/sub location menu. We use this field to provide information to our installers as to how the location should be terminated or installed.

I asked my team to standardize their formatting of their task comments when responding to changes that need to be made to a project once it was reviewed for quality control. However, once the 'Add' button is pressed, DT is adding in random carriag...

The default for exporting a report as Excel is .xlsx, however the file is saved as .xls and always opens the file with a caution that the file type doesn't match. Manually selecting saving as .xls or manually changing the file type to .xlsx after ...

I was working with seeing equipment and labor totals for gear vs. cable and came upon what seems like a major bug. I have a quantity based project I have (4) parent items, each with a bulk wire run as an accessory. Most have parent QTY > 1 When...

It would be useful to be able to include a certain amount of Allowable Hours with each Service Plan Item. So that If an Item has 4 hours on it, it would automatically add the 4 hours to the Allowable hours in the service plan when added. Similar t...

In Quick Filters, would be nice to have filters for pending change order items too: pending items, marked for deletion, marked for addition, etc

While assigning categories and subcategories, there is no way to search through the list of available categories for stock/standard options. For this, a person has to go to Settings>Categories>, then search for the subcategory. Example: a Ca...

I didn't grab screen shots as we were in a time crunch but here is the summary of what we experienced: Approved project, Pending External Change Order #10. PDF proposal shows a grand total dollar amount that is $105 dollars cheaper than the projec...

The ability to find the utilization of an item or labor when used as an accessory to another item. DJM