DSM Feature Requests

Most of our customers use the P. O. # as a primary source to identify the job and request that before they can talk about open invoices. When I send them a statement of their account they are not able to proceed without it. If that field cannot be transferred to the financial account details list then if there were a blank column which could be used can also be helpful but not preferred because that would need to be manually entered. I think most companies use a P. O. # and this would help your other customers.

Is it possible to add a feature to add an OffWork Entry link, on the TimeCard Entry screen?

Add a dedicated Change Order feature within each job site profile to allow tracking, documentation, and management of all change orders specific to that job. Each change order should be linked directly under the parent job site record, with the ability to view, filter, and report on them separately or in summary form. Within each active Job Site page, a new tab or section labeled “Change Orders” should be added. Users can click “Add New Change Order” to create and attach one directly under that job. Change Order Details Fields: Each change order entry should include: Change Order # (auto-generated or manually entered) Date Created Description of Work / Scope Linked Job Site Name (auto-filled) Requested By / Approved By Status: Pending / Approved / In Progress / Completed / Billed Attachments: (supporting documents, photos, signed CO forms, etc.) Integration & Tracking: Change orders should roll up under the main job in both the job cost summary and invoicing sections. There should be an option to generate reports by job site showing all change orders and their totals. Ability to tag or reference CO numbers in invoices for easier billing traceability.

Is it possible to get the date from the job tickets added to the Description of work on the Invoices we send to the customers

Is it possible to have invoices sent to more than one email under a customer's account when they are created without manually remembering to add a second person

Reports, Job Reports, Job Site Lists - Is it possible to get this report to include the customer's address, Office # and A/P Email address Also on Job site Report - this reports Quote Date as the first day on site - Quotes should be able to be included in each job site but the date should not be used as first day on site

Edit invoices mainly tax codes & to add line items particularly processing fees- we spend a lot of time going back into quickbooks and DSM because people send us resellers permits way later or we need to add a processing fee for qb and dsm to match up / sync payments correctly

Looking to be able to add DBT section on reports so when our employees are sent their reports for review weekly they aren't confused. For example, since anything over 12hr a day qualifies as DBT for us as well as Sundays & Holidays so it can be clear to them.

When sending a text message in DSM using the "Send" and "Group Send" buttons on the job schedule, the PO# and the names of the operators are not included in the auto-drafted message. The operators usually need to know who they're working with and what the PO# is.

It would be great if we could reposition the different sections inside the view we use to create quotes and orders. When creating a quote, the "Itemized Details" section is in the bottom right corner, and you can't expand that view to see all of the line items you've added to a quote. It would be a lot easier to create and work on quotes if I could move the itemized details to the center of the screen and make it bigger. We want more customization options to move things around and position them in ways that work best for us.