We use project tasks for scheduling technicians and managing job punch lists. Often times, we want to share the punch list item status with clients. Some clients get this weekly to show job progress from the week and some get this on an as-needed ...

Manual Connection View Layout & Readability Improvements Feature Idea Allow users to manually arrange items within Connection View to create cleaner, more readable, and presentation-ready system diagrams. Expanded Feature Description Overview ...

Currently dTools will try to have you create a vendor in the push from dTools Cloud to Quickbooks Desktop in the push. If that is accidently created then it will always try to push to that new vendor in Quickbooks. This creates issues each time yo...

Easier to review and update items in a spreadsheet

It would be extremely helpful to have any packing slips, backup documents, or notes pushed with the PO when it is synced to QBO.

I think you should make a variation of packages for "assemblies". I think it is the correct term (as already used in manufacturing) to do what we are looking to do much of the time when wanting a package to be an accessory. If you can think of gro...

It is too easy to enable by accident

Ability to print product labels for items being received, whether for stock or for a job. Job labels could have product info, job and room printed right on the label. A button or drop down option when products on a PO are selected that creates a l...

It would be great to be able to copy the final BoM of a project including changes made via change orders to a new opportunity

As a service manager, I want to be able to edit the owner information so that if I make a mistake I can make the correction without deleting the entire service call.