All ideas

Would be good to be able to clone / duplicate a service call. Especially handy for repetitive or frequent scheduled maintenance visits that have the same requirements / tasks and details. Rather than having to type out over and over or copy paste ...

We need to be able to put items on the SI calendar that aren't project related. We are struggling with double bookings when we have things like trainings, meetings, vacations, etc. that are not shown on the D-Tools calendar because there is no way...

We would like a more flexible and modular proposal/reporting engine, including: The ability to define proposal structure independently from line-item layout Modular sections (narrative, scope, phases, systems, summaries) that can be rearranged or ...

When reviewing project revisions, D-Tools currently only shows price changes but doesn’t display cost changes. This makes it hard to track how project costs are impacted over time. It would be really helpful if the revision history also showed cos...

When on the Project Explorer page, if I go down to the Change Order tab at the bottom, I cannot see who CREATED the change order. This is not viewable in the main view, Layouts manager, or in the Change Order History view. This is important import...

Add the ability to set the number of hours for each labour item in a package the number of hours would be unique to that item in the that package only.

In the same way there are project rules, is there a way to create service order rules that require service technicians to fill out specific fields, before they are allowed to close a service order?

Can we please get criteria added for changes to a task/SO scheduled start/end and the actual start/end? If you have the calendar open and you drag a task/SO from one day to another, the assigned resource doesn't get a notifiction that the task dat...

There is checklist feature in D-Tools where it can be added to projects. Can we have a standard report which shows the Project checklist along with details as their status, date completed or modified. ? Would be even better if this report can be r...

I'd like to be able to export the full catalog with item accessories. This could be very helpful when making bulk edits to the catalog. For example, prior to items having multiple labor types, additional labor types were added as accessories. If w...