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Custom Outgoing Email Domain (Instead of cloud@d-tools.com)
Allow users to configure a custom sending domain and email addresses for system-generated communications (e.g., invoices, quotes) instead of the default D-Tools Cloud address (cloud@d-tools.com). This ensures emails appear branded and trustworthy ...
Ability to Categorize Documents/Files to Improve Searching, Displaying, and Viewing
The "Files" section for projects is great, but our guys are struggling to sort the files on large projects where there are many files. Adding a simple folder structure would help organize project files so you can find what you are looking for much...
Abilty to view both the service and project calanders together.
There are many of times where we need to schedule a tech for both service and project work. Having to jump between calendars is a pain. Would be awesome if there was a single calendar view that combined all work scheduled for the techs.
jamie weidman
4 months ago
in Other/GeneralAlready exists
Client want auto apply for the annual service plans for clients and I would like it to autogenerate an email to the client and our office service email address as a reminder. https://app.intercom.com/a/inbox/xh224f41/inbox/conversation/21547315423...