Mobile Install - Photos
Please provide a way to add photos from mobile install into SI and use them on reports. There is no point in having photos be available if they aren't easily used in D-Tools.
Product Warranty Length
Could an additional standard column be added to DTools for a products manufacturer warranty length. with a second column that has the expiration date calculated based on the received date. Ie 2years plus received date. This can then be manually editted for specific manufacturer terms, such as SONOS who's warranty starts when the product is powered up and registered. We would then want to be able to produce a report with warranty end dates per product/manufacturer
Create an App for Mobile Install
Would love to have Mobile Install as an app that can be put on mobile devices versus being on a web browser.
Monthly billing from service orders
I would like the ability to group a customers service orders and directly create an invoice from them in Quick Books at the end of each month
Ability to add adjustments by system and location
Currently able to add price, labor, and misc parts adjustments by phase, but also would like an option to do so by system and location
Multiple "Clients" Per Project
We do many projects where we sell certain products (i.e. wiring, rough-in, etc) to the contractor and then sell the AV system (TV's, media players, etc) to the homeowner. Would like the functionality to distinguish this in dtools, either by selecting certain systems for each client, or assign certain products to either client. Would also like the functionality to run reports separately and combined.
We would like the ability to integrate actual hours from T-Sheets into a project/service work order for comparison to budget hours for job costing.
Add tasks/Service Orders in Mobile App
I need to be able to create tasks or service orders in the mobile app for my installers. It's cumbersome to require me to bring a laptop to create a task.
Granularized Catalog Edit Access
Need a way to be able to have permissions to edit/modify certain aspects of the catalog without permissions to edit other data. Example: employee needs ability to add accessories to items in the catalog but shouldn't have ability to change unit costs. Example 2: elevation shape is wrong on a rack drawing, right click to change shape, employee should have the ability to save this shape in the catalog. Generally speaking, looking for employees to be able to do certain things in the catalog without giving them carte blanche over the catalog