DSM Feature Requests

Assigning equipment to multiple orders is complicated. Whenever our mechanic works on a piece of equipment, we assign the equipment to the mechanic's shop order for the day. But if he works on the equipment in the field (i.e., the equipment is assigned to an operator's order), DSM displays a pop-up notification that the equipment is unavailable. We work around this by moving the order to a different day, assigning the equipment, and moving it back to the correct day. It would be great, if after seeing the pop-up notification that the equipment is already assigned, that it would allow us to override and assign the equipment anyway.

It would be great to be able to duplicate Service Records for vehicles and equipment. For example, like an oil change or belt changes which you'd do over and over.

I would like the option for my field personnel to add their hours in the raw hours form, similar to what I can do in the timecard entry area. It would eliminate a lot of my time correcting their timecards and adjusting them. I think if you gave administrators this option many would take the opportunity to use it. Raw hours entry would make it much easier for my guys to enter it in the field, especially on change order items where they might be working on different portions of the job. Instead of having to start and stop their time, they could enter 4 hours on job #1, 4 hours on Change Order.

We would like to be able to automate emailing out a scheduled Unassigned Report. It would go out the night before the next day. The Report would include those who are [Unassigned], i.e. those with no hours.

I would like to be able to email a PO plus any supporting scanned/attached documents such as packing slips, order confirmation, and Vendor invoices directly from DSM

We are having to constantly re-register people. Some of our guys know that a competitor software has an actual mobile application and are requesting that. Please make an actual downloadable application that doesn't unregister people every time their phone updates or they clear their history. Thank you!

be able to scan equipment/tools leaving the shop through mobile app

It would be very convenient to add some kind of vacation request form to the mobile app, so Operators could do this directly from their phones

When quoting a customer, we add their address to the system as a new customer and then, if the job is at their house...we have to retype it in the job address. Any chance to add a button to copy customer address to job address?

I would love a view where we can run 1 report or see a bargraph on dsmjobs, where we can compare sales reps monthly sales from previous months and also annual sales. The goal of business is to grow, I would like to see for example: -Where our sales reps #s are in June compared to May -June 2024 compared to June 2023 -Bar graphs of 2024 monthly sales for each month right now we have to run multiple reports and write them down in an excel sales sheet