Feature Requests

We need to be able to put items on the SI calendar that aren't project related. We are struggling with double bookings when we have things like trainings, meetings, vacations, etc. that are not shown on the D-Tools calendar because there is no way to do this.

We would like a more flexible and modular proposal/reporting engine, including: The ability to define proposal structure independently from line-item layout Modular sections (narrative, scope, phases, systems, summaries) that can be rearranged or included/excluded per proposal Client- and project-specific proposal variants generated from the same estimate Optional AI-assisted features, such as: Narrative and executive summary generation from estimate data Phase- or system-level summaries Automatically tailored proposal versions for different stakeholders Platforms like Xten are attractive specifically because of their modern, flexible proposal experience. Closing this gap in D-Tools — without compromising its operational strengths — would significantly improve client-facing deliverables and reduce the need to evaluate alternative tools.

We have projects that need some more custom component ID setup. Would be nice to be able to save different setups, both globally accessible and local accessible.

Would love to have a calendar expiration once a job is completed and it goes into warranty for selecting the expiration date.

Operations managers currently lack a mass view to see whether task comments or checklists are populated across all projects, requiring them to open individual projects and tasks to verify activity. Providing native visibility—such as columns, indicators, or filters showing whether comments or checklists exist and when they were last updated—would greatly improve project oversight and audit efficiency. It would also be valuable if key task elements available within a task (comments, checklists, and related metadata) could be exposed as filterable or viewable fields outside of the task, reducing the time spent clicking into each project. Any approach the D-Tools team feels is appropriate would be appreciated, with the goal of keeping this functionality native to D-Tools and avoiding reliance on external reporting tools.

With there being so many options for reports, having a way in the manage reports to make reports inactive and not show up as options for people without permissions to manage reports would be awesome. I often end up with people using incorrect versions of reports specifically proposals. I don't want to delete them in case we need them for something later or as a reference, so making them hidden/inactive would be nice.

Minor UI feature request. When someone is doing a Visio or CAD drawing, and they have the project editor open on the side, with the list grouped by location or system, or both, if there are too many items in a location, and we scroll down, the location name is hidden. It can be a good idea to pin the current location name/group name on top while scrolling down a long list, and it's replaced by the next group name/title as soon as we scroll to the next one and the previous is hidden.

When a client is changed on a project it would be nice to have the option to not change or clear the site address.

When a client is changed on a project it would be nice to have the option to not change or clear the site address.

Can we add 2x Site Notes Sections and the ability to include or exclude them from reports? So often, we would like to send a report to the client with Site Notes included, but we would also like to add more technical information that does not necessarily need to go on the customer-facing report. It would be great to have the following: Site Notes (Customer) Site Notes (Internal)