Service

We are currently spending a significant amount of time manually copying and pasting customer emails into D-Tools Cloud to generate service calls. We have used other platforms that support an “email to ticket” workflow, and this would be a valuable...

Requesting update to scheduling system to allow multi-day service calls with multiple technicians. Some projects require more than a single-day visit to complete.

Create the ability to run basic Time + Materials service calls (projects) with no quote or proposal required. This will allow for scheduling resources, capturing notes and pictures, and billing without prior approval. This would be customers who j...

Currently, the only way to add a subscription is through an opportunity. Throughout the life cycle of a client, subscriptions can change. Example - Client has 10 cloud-hosted doors or cameras. Adds or removes a door or camera. It is not possible t...

In our old system if an client/account had an outstanding bill the database would flag the account with a Yellow highlighted box with "Invoice Past Due" in it. This was very helpful when scheduling, if the client need service we would request paym...

We have some service calls that take more than 1 day to complete. Right now you can only schedule it for one day. It would be nice to not have to create multiple service calls for the same project.

When you go into a service call under work summary to track time, it would be great if you could track what exact dates and times that the techs were there. I would like for it to look more like tracking time for projects

I would like to be able to download or print off a work summary for service calls performed so the customer is able to read what work was performed during the service call.

Sometimes a technician will forget to complete their daily service call work ticket or their daily project time entry. If there was a way to prevent them from moving on to the next day until they input their previous day or management to receive a...

offer a emedded web form functionality so that we can have webtraffic fill out a contact form or schedule a service request. this would then push into the CRM or service sections natively