Store Location (room-by-room) Information in Project
Bear with me for a moment and don't jump to conclusions too quickly here. (I've been using DTools SI for over 12 years - I'm quite familiar with it's deeper intricacies.) We're a commercial integrator, so that you have a frame of reference for this idea. Prior to sending a project thru the pre-sales design team, we request that sales reps complete a site information form (includes each room's dimensions (HWD), specific room-by-room notes, customer requirements, intended use(s), customer's desires, room/site challenges, etc.). Unfortunately this form, when/if completed, ends up living somewhere outside the DTools SI project. It would be great to have this as a project related db item that could be created for each location within a project, and attached to each Location within a project... Or as an ancillary form/table within a project (accessed via a button on the button bar?). This would be much like the Information currently in SI, but triggered by the creation of the specific locations (Conf 1, Boardroom, Lobby, etc.) within a project, and less free form than the Notes field on a project. Completion of the form (or records) could be driven thru required Workflow Rules. Thus requiring it to be completed before it goes to the engineering team. The internal form should also include file attachments such as AutoCAD files, PDFs, Sketches, photos, etc. I realize some of these features are already present in Mobile Quotes, however it's not necessarily applicable to a lot of commercial quotes or new construction where there is no reason to be "Mobile" or working outside of SI. This "form" could probably work hand-in-hand with Mobile Quotes - or flow to/from MQuotes, as an on site information gathering tool or discussion prompt for Sales reps. (as our current outside form does).
We would like the ability to save the Data sheet for a product when entering them into our catalog. For easy selection for the submittal process
We would like the ability to easily share custom layouts and report folder structure with other SI Users.
Timesheet Info on SI
The mobile install timesheets need to be brought into SI in the resources tab of tasks and service orders. Currently actual hours is the only number showed in SO/Tasks. Currently the “resource hours report” is useless because it uses the actual hours figure on the resource tab and attaches to said SO/Task END date. If a tech works on an SO/Task for 4 days in March and finishes on April 1st, the hours are all credited to April making it look like the tech did nothing at the end of March and a whole lot of something on April 1st. Bringing the timesheet into SI would allow the “resource hour report” to pull from timesheets and thus be far more accurate. Not to mention looking up timesheets would not require going into mobile install.
Promote Service Order to Project
We frequently go on a service order that becomes a small project where we need to order equipment and track the project's progress. It is really handy to add items to the service order, but when it comes to tracing order status, the items in service orders fall short. It would be really handy if we could promote a service order to a full project easily, keeping the same project identifier/number.
Create report from workflow process
The ability to generate a report when triggered by a workflow. For example when a project status is changed to to POR it would create a PO report and email and save it.
We would like the ability to sync back pictures taken within Mobile Quote when creating Projects inside SI.
Additional Client Data Automated
Users would like the ability for extra data sets to be pulled from the Client/Contact to be used in the Task/Service Order, but does not want the Customer to see this data anywhere. Automated or have the option to pull this data during the Task/Service Order creation would be possibly the best bet.