Feature Requests

We've started to use Solutions in projects to help save time. When we approved the first project with solutions, all of the solution links broke. I've tested this a couple of times with other test projects and it does the same thing. Don't know if this can be fixed, but it really makes a lot of extra work.

It would be beneficial to have who created a change order showing in the Change Order History as well as be able to show this in the Change Orders layout.

There doesn't appear to be a way to have item accessories show up in a submittal with their parent items. Instead, they show up alphabetically in the overall list, as if they are actually separate items. (Unless i'm not seeing that feature). It's causing confusion when engineers review our product submittals, because it is not readily apparent that the accessory comes with the parent item. Is there a way to have all the cut sheets for kits show up together?

Is it possible to have a project approved status change, or even change order status change, once the customer approves the quote in customer portal? How extremely handy would this be!!

App/Module: D-Tools Mobile Install & SI Desktop Integration Problem/Current Behavior: When a technician updates a job status in the Mobile Install app, the change does not automatically sync to the SI Desktop Calendar. An office user must manually click "Update From > Mobile Install" to pull the new status. This delay prevents real-time visibility and breaks automated workflows. Proposed Solution: Status changes made in the Mobile Install app should be pushed to the SI Desktop platform in real-time, triggering an automatic update without any manual intervention required from office staff. Benefit: This will ensure that office staff have immediate visibility of field progress. More importantly, it will allow automated workflows (e.g., sending an "In Transit" email notification to the customer) to trigger instantly when a technician updates their status, improving operational efficiency and customer communication.

App/Module: D-Tools Mobile Install Problem/Current Behavior: The primary action button (e.g., "Start Work") is static and does not guide the technician through the standard workflow of a job (travel, arrival, completion). This is less intuitive than guided workflow systems seen in other field service platforms. Proposed Solution: Replace the static button with a single, dynamic action button at the top of the job page that changes based on the current job status. The button's text and function should follow a logical progression: Initial State: Button reads "On My Way". Pressing it changes the status to "In Transit." Next State: Button reads "Check In" or "On Site". Pressing it changes the status to "On Site" and could start a job timer. Final State: Button reads "Complete" or "Check Out". Pressing it changes the status to "Completed" and stops the timer. Benefit: This creates a simple, guided workflow for technicians, ensuring that statuses are updated correctly and in the proper sequence with a single tap at each stage of the job. It standardizes the field process and improves the quality of time-tracking data.

App/Module: D-Tools Mobile Install & SI Administration Problem/Current Behavior: The status selection list in Mobile Install shows all available statuses from the system. This list can be long and contain statuses that are irrelevant or shouldn't be used by field technicians, leading to potential confusion and incorrect selections. Proposed Solution: Introduce an administrative feature to control which statuses are visible and selectable within the Mobile Install app. Administrators should be able to create a curated, shorter list of statuses specifically for technicians. Benefit: This will simplify the interface for technicians, making it faster and easier for them to select the correct status. It also increases data accuracy by preventing the use of incorrect or office-specific statuses.

This feature will provide technicians and other Mobile Install users with access to the historical service order data for a specific project directly within the app. We had an idea for the Mobile Install app that we think would be a massive quality-of-life improvement for every technician in the field. The All-Too-Common Scenario Picture this: It’s Monday morning, and our tech, Dave, rolls up to a client’s house in Mississauga for an issue they swear is the same one from six months ago. He opens the project on his phone, but he’s flying blind. What did the last tech try? What notes did they leave? Were any parts swapped out? He has to stop what he's doing, call the office, and hope someone can dig up the old work order. It’s inefficient, frustrating for him, and doesn't look great to the client waiting over his shoulder. The Big Idea: A "Service History" Tab What if, right there in the Mobile Install app, Dave could tap a "Service History" tab for that project? Instantly, he’d see a simple, clean list of every past service visit: July 2025: "Living Room Audio Cutting Out" - Tech: Sarah Jones January 2025: "Network Connection Dropping" - Tech: Mike Chen September 2024: "Initial System Tune-Up" - Tech: Sarah Jones He could then tap on that July visit and see everything: the client’s original complaint, Sarah's troubleshooting notes, and exactly what she did to fix it. Why This Would Be a Game-Changer This isn't just about adding a button; it's about empowering our team. Smarter Techs, Faster Fixes: No more guessing games or repeating work someone else has already done. Our techs can see the entire story of the system and make better decisions on the spot. Happy Clients: When a technician shows up already knowing the history of their system, it builds incredible confidence and leads to faster resolutions. That's how you create loyal customers. Fewer Calls to the Office: It frees up our project managers and office staff from having to stop their work to dig up old records. Everything the tech needs is right in their pocket. Ultimately, this feature gives our technicians the background knowledge they need to be the heroes for our clients, every single time. It would make the Mobile Install app an even more indispensable part of our daily workflow. Thanks for considering it!

Can we please have a check box to ignore this in the future? I understand it's point, but it doesn't need to be persistent. Especially since we aren't working with quanity projects post approval, or at least shouldn't be.

I would like for SI to remember the locations associated with a customer site address so they can be reused in future projects.