Many projects require multiple tasks that can stretch out over several weeks or months. This is the point of creating Summary Tasks. However, when a project is completed SI lacks the ability to create a Detailed Task Summary report that pulls all ...
when importing CSV, in the import preview window, need a feature to look up an incomplete product, maybe having only part number in the Web catalog. also need option to right click and google search a product from the import preview window.
Integrate mcdvoice-style Customer Feedback System into D-Tools
It would be great to have a built-in customer feedback module in D-Tools, inspired by systems like McDonald’s [mcdvoice](https://www.mcdvoice.site). This feature could allow clients to quickly share their experience, rate services, and provide str...
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 ...
When we select Run Reports > Client/Management/Install etc, can there be another category called starred or Favorite reports which would be local to a user account. So it will only have those reports which a user uses frequently and might want ...
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...
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