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Link to other projects
sometimes there is need of upgrading an old project. But don't want to do the change in the original project. So often we clone this project, and make changes to the new project. It would be great to be able to link these projects together somehow. Not in sharing products or data, only to be able to have means to find the old prject easier.
Service Order Rules
In the same way there are project rules, is there a way to create service order rules that require service technicians to fill out specific fields, before they are allowed to close a service order?
Internal Change Order (ICO) - Capability to delete labor from parts
We would like to be able to delete the labor from product, but not the product. Sometimes we hire subcontractors to do our installations after we have created our projects and sold them due to time constraints. The current way we create the ICO is to delete the product from the project and then add it back without the labor hours. This is time consuming. It would nice to be able to mass update the product (normally cable) with no labor hours instead of deleting and re-entering. This would eliminate the data entry errors that happen.
Proposal Expiration Date
With all the changes in today’s industry and most of us practicing a proposal only valid for x # days. it would be amazing to see a quote expiration date field in the proposal information setup that gets included in the standard reports cover page. Users could manually select a date or even have it automatically calculated based on a selection of 30, 60, 90 days from proposal creation or something like that.
Default Item Image
I would like the ability to have a default image loaded when creating a new item. This is similar to how there is a default image for proposals, unless you add a specific one for a given project. The idea is if we don't have an item image loaded, our company logo would be present, so there wasn't a gap when running a report that includes item images. A second, maybe better, option would be to load a manufacturer's logo to be the default image for any item that doesn't have a specific image saved.
Update QB POs
It would be cool to have the ability to update POs already sent to QB. For example, we place an order and find out the part is discontinued. Someway to replace the item in dtools po and push that update to QB. It would be helpful to add maybe a single item that was missed rather than making an entirely new PO.
Project Files Tab Add on Project Information Page
Add the files tab for quick adding project files while in project setup using the project information window. This would streamline data and document entry at start instead of having to add files on the Project window outside the project.
Service Plan Layout
Need the ability in Service Plans and Service Orders to create layouts that give us the ability to filter by status as well as be able to archive older service plans so that we can have a view to see active plans only.
Update Order Status From Tasks
We use tasks to tell our procurement team what items to order. It would be nice if you could update the order status the same way you can update the install status directly from the task. I realize the order status is normally changed from a purchase order. We do not use purchase orders in SI because our organization requires POs be done in Dynamics.