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18 Not supported for the current status
Status Planned
Categories Service
Created by Guest
Created on Mar 4, 2025

Service Calls need TO-DO's or other way of making RTO attached to the call

This has been requested as far back as 2023 with no acknowledgement from D-Tools. Currently because there is no To-Do option to make a request to order parts that is tied to the service call, our ordering person would need to scroll through all the service calls to find parts to order. As a result we've needed to add more complexity by creating dummy projects just so we can order parts for each service call, since projects have To-Do's tied to them.

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  • Guest
    Jul 13, 2026

    We handled this with Service Call Statuses, but were limited in that we cannot create SC statuses. We renamed some of the existing set.

    We're early in dTC implementation so not sure if this has broken something else.

  • +1