Feature Requests

Apologies if this exists somewhere else - I can't seem to find it if so. How is it possible that when you create a Service Order associated with a project, there is no way to associate items in that service order with the project directly, with location and/or system information? Surely the whole point is to be able to add items or services to a project and then be able to see all items within the project, add those items to plan or schematic drawings etc. There should be a method of treating a Service Order like a Change Order, where you can run a standard report, and then approve it.

When reviewing project revisions, D-Tools currently only shows price changes but doesn’t display cost changes. This makes it hard to track how project costs are impacted over time. It would be really helpful if the revision history also showed cost adjustments, either as a separate column or an option to toggle on. Ideally, this would allow us to see how both item costs and total project costs change between revisions, making it easier to track financial impact and manage budgets more effectively.

I would like to see the history of any changes made in the control panel so I can determine which user made those changes.

Please could we have the ability to make items optional within a package aswell as qty adjustable. So when they are added to a project, they can be selected/unselected as required. Much in the way accessories are added as items. For example, a Lighting Panel package. Within the package i would list my varying panel sizes as optional with a primary default selected. Then the available lighting modules, in this case Lutron DALI/1A PHASE/ 5A PHASE/SWITCHED/MOTOR. These can then have their qty adjusted based on the requirements of the panel including the ability to unselect and not add to the package. I understand i can clone/delete within the package once it has been applied to the project, but just trying to speed up the process for our design time.

Is it possible to create a report that combines all site notes for a project into a single document so that if installers are going back after an initial phase they could quickly reference all previous notes.

This would help us enforce leaving comments when updating tickets.

It would be more efficient for our D-Tools users if text such as part numbers could be selected and copied without needing to unarchive and then checking out the project. We would also appreciate this ability with catalog parts - not all of our users have editing rights over catalog part numbers, and currently without editing rights the part number is greyed out and not able to be selected & copied to Windows clipboard.

Could we please get the 'download files' feature to download the file when it is a google drive, dropbox, etc. link? We have a huge database of product sheets, manuals, etc. that we've built into a public-facing folder structure. Being able to make 'our' links active vs the D-Tools link to "Visualizations" would give us way more control of the content of the submittals. This is very important to us, as spec sheets and manuals that cover multiple products need to be made more specific (Outlined or highlighted). Also: It may have been mentioned elsewhere, but we'd love to have the ability to add file types to the submittal. We have been including .pdf forms of CAD drawings for the items. (For example). Having the ability to make that present any associated file for that item would be very helpful.

Crestron dealers got an email today that states: "The Tariff Surcharge will initially be set at 12% of the total gross amount of all hardware items included on each invoice, prior to the application of any discounts, sales tax, or shipping charges, but will not be applied to services and software subscriptions." We are looking on how we want to handle this, but this is a huge can of worms. We now need to, per project, manually calculate a 12% surcharge on these items specifically starting May 1st. We can group the Crestron BOM items affected by this surchage into their own location or system and add an allowance that calculates the 12% surchage, but that then breaks any other groups that we would want/need for quoting/sorting purposes. So at first glance, an allowance that can calculate based on 'Manufacturer' would solve this problem, especially if we have multiple manufacturers that have a similar model but different percentages, each can have a different allowance and calculation percentage. I am open to other methods, but this is my first thought. Would appreciate feedback from DT if this is a legit feature request or if another method is more appropriate. Seems like just raising all costs by 12% isn't appropriate either as the item costs we would get from the manufacturer and ultimately through vendor syncing would not include this surcharge as Crestron is stating that the surcharge will be a line item on the invoice rather than a price increase on individual items.