Automated price checks before running reports
This feature would allow users to automatically check for catalog items pricing before running reports. Use case: Between adding all items to the project and sending a proposal to a client, some time can go by, and the unit cost of the items may have changed. This feature would have a setting (Prompt/Automatic/Never) and the unit cost would update based on the latest catalog pricing. An option to ignore lower catalog unit costs should be available. The option to maintain margin or price should also be available.
Audit Trail for Customer Portal
We need the ability to download the "history" from the customer portal for each document showing the following info: - IP Address - Time and Date - User Name/Email This could be a separate file that could be downloaded into SI automatically once a document is approved and downloaded into SI.
Variable Wire Length default
Ability to set different default wire length per package. This would allow different packages to carry different wire lengths without use interaction. This would prevent an user from "forgetting" to set the proper wire length.
We would like to ability for SI Admin users to have full access to any and all documents shared via Customer Portal on the account.
Bill To Customer Is Not The End User
In a bid scenario we often send a bid to multiple general contractors. Only one G.C. will win the contract and if I win the subcontract, I need to reference the G.C. as the "Billing Client" but also reference the client who is the end user. The client might be a university and I might do many projects for them. All projects should be assigned to the university as the client. Separately, the "Billing Client" needs to be added in order to send invoices. This feature request is related: https://feedback.d-tools.com/feature-requests/p/bill-to-name-and-ship-to-name
Tasks with subtasks
We structure our tasks in dtools by phase, such as rough-in and finish. We then add all the parts and labor associated with those phases. However, there is no way to add subtasks other than creating an actual part in the catalog and adding it that way. It would be nice to dynamically add subtasks for such things as punchlists that are not tied to specific products. This would also provide more accurate % of task completion since just installing a part does not really mean the whole thing is complete.
Ask for PO number when a project is approved
It would be nice to have the ability to fill in a customer PO number when the project is marked as approved.
Would like the ability to add a definition that is linked to a custom field. Such as a Project Info Custom Field.
Admin able to hide or show labor hours sold
Need to be able to hide labor hours sold in project on installer view of analysis . Allowing only resource hours to be displayed. Techs tend to take more time of aware of all time instead of allotted time
Ability to Name an Address
Can we add a "NAME" or "LOCATION" field for Addresses. Some of our customers have 20+ addresses and we would like to be able to name each location. I do understand that we have the ability to manage address types i.e. site/billing, but creating a custom address type for each location name is not a useful solution.