V20 Phases Desctripions
Can we have descrioptions for phases too? Can be helpful in generating a report which phase-wise tells customer, what will happen at each phase.
Mention User on a Task
Currently there is no way in D-Tools to notify users regarding any comments added in a task. See solution below from D-Tools support. This isn't a feasible work around. Just like other software they have mentions feature. When you @ their username in a comment, they receive said notification. Solution from Support: The only thing I could think would be to have someone reach out once they add a comment or check to see if comments are there when checking the task.
Expanded Site Images or Photos / Media Section
We would like more functionality added for images and media. The ability to view all photos or all media in one area would be nice. Perhaps a "photos" section at the bottom of the main SI window. Site Images for service orders without an associated project are not easily viewed. Notifications for site images being uploaded and approved.
Pending Change Order Icon
Can we get an icon for the project list that indicates if a project has pending change orders that is a selectable column for custom layouts?
Share Report Settings to Users
Hi - We need a way to share the report settings for all users, so everyone is using the same report settings across diff machines.
Would be nice to have a notes 'Window' that could be open while working on a project to jot down notes as changes are made between revisions or change orders. This would be the same 'notes' field we see on the Revision tab or Change Order tab. I know asking for change tracking seems to be asking too much, but a meaningful way to note what and why things were changed without having to navigate away from the project or open a window that doesn't allow you to multitask (checklists) would be super helpful. Should be associated with the current rev or CO revision only kind of like how SOWs are unique to each CO.
Product Catalog - Automated Prices
Parts manually added need to have some sort of flag to let us know this part is not being actively updated by a connected Vendor. I.E. I have multiple parts from PSA - some are updated automatically through PSA connections and others that we add manually to SI are not. Having some sort of flag against the non updated parts to let us know would help us keep these parts prices updated.
Tasks included in templates
I would like to see two things added. There are tasks that are the same for every project. Design the project, price it, design review, rack build, install, etc. I would like to build these onto a project, then save that as a template. Then all those tasks show up with the new project. The second part has to do with assigning resources. Since we can assign the engineer, sales, rep, PM, etc in the project info, you should be able to assign a task to a resource type. In the template, the Design task is assigned to "designer" not a specific person. The task is populated with the person when the project is created by referencing the design engineer for the project. Why would we have to create the same tasks over and over every time we create a project?
Site and Customer File Databases
Would be rad if we could store non-project customer related files to the client. Paperwork, forms, misc. etc. Would also be rad if we could also store site photos directly to the site address for the client.