We use a separate SOW in PROJECTS, an Installer SOW. I see where I can compose one, but there is no AI assist like there is on the Opportunity side SOW. Can we add?

When adding products/packages/labor to specific rooms, the checklist in the right-side pane where you enter quantities per room should include the room numbers for differentiation. Probably other locations in Cloud, where room names are used, shou...

If you're reporting multiple identical items installed in the same location, you can only log the total quantity instead of marking them individually as installed.

Often when doing initial quoting it best to give a client a range to see where they fit. This could be a +/- by location, system, category etc.

Example: Some clients come back to purchase gear without needing installation, labor, or project planning — just a quick product sale. Right now, D-Tools is built around project-based workflows (Remodel, New Construction, etc.), but it would be he...

I’m a D-Tools Cloud user and rely heavily on the platform for quoting multi-room audio, structured cabling, and security packages. I’m reaching out with a feature request that would significantly improve efficiency when building proposals. Current...

If I add items to a task, how do I know how much time is needed to schedule for. On large projects, there could be 20-100 items associated per task or phase. Right now, I only see a place to edit the 0 hrs on the task. It should auto calculate the...

It would be very helpful if we were able to right click on an opportunity/project and open it in a new tab

Wanting the ability to create groups to assign opportunities (or similar) so you don’t have to select the same people over and over

often salespeople do not enter the opportunity until they start quoting. realistically, the opportunity presented itself some time before that, and that is often when the most lag happens. to rely on the data, we should be able to adjust that date...