We would like the ability to split a project into separate proposals by phase.
We would like to see the ability to split designs by phases with separate acceptance and payment schedules. For example on a new construction project it would be great to be able to design the entire project top to bottom and then generate one proposal for rough-in/trim out and another for post closing finish work. While I already have the overall dollar totals by phase. It's very cumbersome to divide things up, particularly since we make use of the accessory feature to attach our pre-wires to each device.
Client Selectable Item Add-On Options
We need the ability to add optional items that are not included in the quote, but optional add-ons
The improvement that have been made to the scheduling have been great. A couple more items that I would like to see added: Integration with Outlook (maybe Google calendar for some users) Being able to add multiple dates when scheduling something. Right now, I had to schedule a three day install three different days. It would not allow me to select multiple days.
It would be nice to see an option to hide accessories on certain items and not hide on others. Right now it's all or nothing.
D-Tools cloud mobile app
We need a mobile app for D-tools cloud. It’s a cloud based system without a mobile app, lol. A mobile app for D-tools cloud would help out a lot.
2-Way Communication w/ Quickbooks
Get feedback from Quickbooks when invoices are paid / outstanding.
Ability to change an order without reverting back to unordered
We need the ability to change an order without the entire order going back to original. In these times of product shortages, we need to change a part number or vendor for a part and have to reenter in the entire order again. This order could have been from multiple projects resulting in lost time and data. Some parts may have already come in or even installed by the time we find out backorders or products unavailable.
Importing packages and accessorized products from SI?
Is there any intent to enable packages and accessorized products to be imported from System Integrator into Cloud, rather than having to re‐create the packages and accessories from scratch?