Add mapped Notes field from QuickBooks Time to Mobile Install Site Notes.
Allow mapping of a custom notes field in QB Time app that transfers to Mobile Install Site Notes.
Online Project Portal
The concept is along the lines of mobile install, but instead of having all the items/documents that get published being assigned for a specific task, you publish a project and all the documentation is available to all users. You could still have mobile install/tasks but all the information could be centralized and not isolated to a specific task. Mobile install is helpful for assigning tasks, but the information does not get transferred between tasks. This portal could also be a project management tool if tasks/scheduling could be done in that instead of SI. Not sure I'm describing this well, but the issue we are trying to solve is for our techs to have access to more project documentation and information (Documents, photos, notes) without having to spend so much time managing/publishing individual tasks.
We would like to update status for projects, tasks, service orders etc. for example when accounting estimate number is added to change status to “invoiced”.
File Categories in Custom Report
Hi, would be great if we could get access to project file categories in reports. This feature can be used to show a list of files under a certain category, maybe called Site Submitals, so that the site team knows which drawing files to refer to currently.
Prompt - Advising Data Already Exists
When creating a new client or contact, allow the system to search the database. If the record already exist, user will be advised via pop up. User can then cancel creation and search for record instead. Without this feature users first instinct is to enter vs search to see if something exists. This is where duplicate/multiple records occur. There is also no easy way to merge similar records into one selecting one as the source. When these duplications occur due to the lack of the prompt and full reliance on human vs system.
Visio, IP address
on the visio page other than Schematic view we are unable to show IP address on a device. we require this feature to be enabled so that whether it is plan view or elevation view we can show specific IP Address of a device. Please see picture attached
Expose More Property Fields to Visio
I've been customizing our templates and stencils over the last few months to help increase our engineering efficiencies. I'm missing the ability to include some property fields that don't seem to be exposed in Visio. Specifically: Item - FromComponentID Item - ToComponentID Location1 (Building) Location2 (Floor) Location3 (Room) OwnerFurnishedEquipment Non-Billable The above fields work great in our Excel Wire Schedule exports but do not function when added to Shapesheet Shapedata rows like other fields found here: https://support.d-tools.com/39_SI5/User_Guide/08Visio_Interface/zTips_Tricks/Display_Custom_Props Exposing more fields in Visio would be a fantastic addition. Thanks!
Portal for Support Cases
Identical to the way D-Tools support techs log into a portal to view their assigned cases. It would be nice if your clients can have that same luxury. To be able to see all open tickets, all closed tickets and support details from past tickets. Relying on email solely for tracking is pretty dated. Having this database where its searchable to see if issue was presented in the past. Or a similar issue can assist with not creating a ticket for a replicated issue. Seeing a running list by date status whether waiting on client response, developer response. Brings more visibility than it being nested between emails.
Bring back Labor Hours in Mass Update
We used to be able to "Mass Update" labor hours before this last update. I would like that feature back please.