Need to be able to have the option remove the signature line from quotes in D-Tools when customer has an existing MSA with us that requires it.

Currently service plans don’t add to subtotal. Makes it unusable. They can pick a plan, but can’t pay for it when accepted digitally?. Doesn’t make sense. Go buy a service plan anywhere in the world and it goes to the subtotal. I’d also take it a ...

At the moment, it seems impossible to restrict SKU creation without also removing access to the D-Tools Product Library. In our workflow, Sales staff need access to the Product Library, but they should not be allowed to create new SKUs. SKU creati...

The Package editor currently displays a limited set of item details, primarily the item name and Billable status. Additional fields such as labor hours, labor types, and pricing are only visible after drilling into each item individually. Being ab...

Today, when working in a Package, a parent item can be edited in place, which works well. Accessories attached to that parent item, however, can only be edited from the My Products section. There is currently no way to open or navigate to an acces...

Need to be able to click a box that flags that item to be drop shipped instead of shipped to the office. Show in purchase queue as a different color or something signalling that it's a drop shipment.

It would be nice to have a flag on items to see whether an items cost is user set vs vender set without having to click on each item to make it easier to check pricing. Maybe just a flag similar to the verification flag next to the item but rather...

It is very important to allow access to inventory scanning in and out for field users to enable transfer of stock from warehouse to van to client and back again. Especially if products are used in the field that are additional to the work order.

I would like to be able to see the contact info as more than just an email address unless I open it and click on Edit. We store info for the contacts in contact Notes, and I have to go into each one and click Edit in order to find out who is autho...

We have two offices and we’d love a better way to separate visibility between them. Right now, all Opportunities, Projects, and Service Calls live in one company-wide list. Since we don’t automatically assign jobs to specific team members, work is...