We very much miss the feature in QuickBooks (which we were using before D-Tools) where we can just mark a PO as "Closed" if we don't anticipate to receive the rest of it or it was cancelled by us or the vendor or any other reason. The backend work...

Users like to do separate quotes for larger projects for different system types like A/V; Lighting Control; Network; Shades; Etc. They want the ability to roll these different quotes into a single proposal and into a single project

The ability to set overdue invoice reminders to go out daily/weekly etc. Instead of the reminder that goes out just once when the invoice becomes overdue. Most of my invoice are set to be due the same day they're sent. So my clients get hit with t...

It should record the dates that items on the item status page are changed in status from unplanned all the way to installed. It shows date PO recieved which is good

Separate function to track employee's time for payroll purposes (separate from job costing purposes). Employee time clock function

Add ability to set up pricing rules based on category.

The problem Once an opportunity is accepted, an admin or project manager working from the app has no way to turn it into a project. That means the work cannot be scheduled until someone is back at a computer, which delays getting technicians onto ...

When on the calendar for service you can directly create new service calls and add them to the schedule, but you can not select existing tickets and add them to the calendar directly without navigating to the Calls board. Scheduling can feel extre...

We need a Tariff Surcharge area added to the "Totals" box on a PO. Include along with the "tax" and shipping" options. Thanks