Service

Currently, Service Contracts only support three statuses: Open, Completed, and Cancelled. This makes it difficult to represent real-world workflows.Example gaps: No way to mark a contract as approved but not yet billed No way to flag billing i...

Search by additional details:Site NameIssue ReportedEtc Hard to locate a specific ticket without ability to search.

We are currently spending a significant amount of time manually copying and pasting customer emails into D-Tools Cloud to generate service calls. We have used other platforms that support an “email to ticket” workflow, and this would be a valuable...

Requesting update to scheduling system to allow multi-day service calls with multiple technicians. Some projects require more than a single-day visit to complete.

Need the ability to filter by type (Monitoring, Service), ability to filer by staus (Canceled, complete, open) need the ability to archive competed and canceled contracts need the ability to send the recurring patment by link and not juct directly...

Quote products and labor from a service call, and keep the client's approval on the ticket Service work regularly turns into sold work. A technician diagnoses a failure, identifies the parts and labor needed, and the client has to approve the cost...

Create the ability to run basic Time + Materials service calls (projects) with no quote or proposal required. This will allow for scheduling resources, capturing notes and pictures, and billing without prior approval. This would be customers who j...

Our support plans include tier-based percentage discounts on both equipment and labor. Since we always bill actual time for service calls (and because frankly it would take too long with the volume of service calls we perform) we don't create quot...

If my techs are at a clients home and they ask for a subscription we need to be able to add that amount to the service call so it can be billed and paid on the spot.

In our old system if an client/account had an outstanding bill the database would flag the account with a Yellow highlighted box with "Invoice Past Due" in it. This was very helpful when scheduling, if the client need service we would request paym...