Calendar Scheduling Needs Time Slots
The new calendar does not offer the ability to schedule appointments by time slots. We need the ability to schedule more than 1 job a day. Also need the system to email the customer schedule confirmations and reminders for upcoming appointments. Ideally we would like the customer to receive an email or text notification when the appointment is created, a reminder the night before the scheduled appointment, and an additional reminder an hour before the appointment.
Project Management - Office Vs. Field
We are able to assign Both Office people and Field people to a task (which we need as we have employees that do both) But as a full office Person there is no way in Mobile to See tasks or clock-in. Office people need same tools as Field Techs.
Sort Opportunities Based on Date
When I look at the opportunities I have open, I like to sort by the date that I entered the opportunity into D-Tools. This way, I can see which projects are new and which are older at a glance.
Project Management - Task Group and List
Project Management looks great. Is there a way to set task list and task group as template so we don't have to recreate in each project.
View Equipment Costs and Labor Charges in Reports
It would be great to have a view just like in the "Review" tab for a quote, but with global data for all of my projects.
Exporting project notes
A feature that would allow you to export project notes for documentation purposes would be great
Apply adjustments to proposal line items
The option to have adjustments show up (or be dispersed) across the proposal line items. Ultimately making the sum of each location/system match the grand total price.
Tracking subcontractors time.
I really like the Project Management Suite. The challenge I have with this right now is there's no way (that I can see) to track subcontractors time. Example, I have a resource for me and can add to tasks and track time using my resource, How can I do this for my subs? Example, we have a retro where we have an electrician and drywall sub as well. We come in and do the retro and then I have and would like to track electricians tasks and time and drywall guys task and times.