All ideas

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

Add a Search window inside the change order area so we can search by CO #, Title or description. status or any other text shown on the CO list. We have to track our change order list in Excel so we can search to see if a submitted changes order ha...

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 ...

Packages and solutions expand in Project Editor view to show details of items inside them. Would be nice to have same functionality in Package Explorer too, where there would be a small +/- expand/collapse button next to package name, so there wou...

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

To improve control over project workflows, we’re seeking the ability to manage user permissions related to Component IDs. Specifically, we’d like to: - Restrict user access to the "Regenerate Component ID" functionality - Prevent users from editin...

IDK if this is a feature or bug, but when cloning an un-approved time sheet from the past, it doesn't clone the date. IMO cloning a timesheet is useful when you have three techs on a project that forgot to log time so you create one timesheet and ...

Hi Many customers have shared this request where the item purchase currency is different than their base currency in catalog. So there is unit cost field on Price Tab, and Purchase cost field on Order Tab Inisde the project, we are only able to se...

We are able to see inactivity by user when one of our admins is locked out of the system, but when you're in the system, there is nowhere to find out how long a user has been inactive. Visibility to inactivity readily available in SI would help us...