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D-Tools Cloud Ideas Portal

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Ideas submitted here go to the product team, not into a void. Add yours, vote on others, and comment on what matters to your business.

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Sharable Invoices

When we send an invoice to a client, and they forward to their AP approved for payment, AP can not access the link. We need to be able to share the link and anyone within that organization be able to access it.
Amy Johnson-Carlson 11 days ago in Accounting/Finance/Payments

Custom Outgoing Email Domain (Instead of cloud@d-tools.com)

Allow users to configure a custom sending domain and email addresses for system-generated communications (e.g., invoices, quotes) instead of the default D-Tools Cloud address (cloud@d-tools.com). This ensures emails appear branded and trustworthy ...
Payton Zimmerer 4 months ago in Other/General

Mobile - Give field users the ability to copy the calendar feed url

As a field user, I would like the ability to copy the generated calendar feed URL so that I can subscribe to the URL on my external calendar.
Bobby Bernarte 5 days ago in Mobile App

Service Searchability

Search by additional details:Site NameIssue ReportedEtc Hard to locate a specific ticket without ability to search.
Keaton Roggenkamp 28 days ago in Service

Item Summary — total quantity per part across a project

Today there is no single place in a project to see the total quantity of a specific part across the entire project. When the same product is placed in multiple rooms, systems, or phases, it shows up as a separate line for each placement — so answe...
Dave Kirn about 1 month ago in Project Management

Service Email Request

We are currently spending a significant amount of time manually copying and pasting customer emails into D-Tools Cloud to generate service calls. We have used other platforms that support an “email to ticket” workflow, and this would be a valuable...
Guest 4 months ago in Service

Requesting update to scheduling system to allow multi-day service calls with multiple technicians.

Requesting update to scheduling system to allow multi-day service calls with multiple technicians. Some projects require more than a single-day visit to complete.
Guest 3 months ago in Service

Ablity to create a time and materials project.

Would be great to be able to create a true time and materials project, hold said project open and add to it products used and onsite time. We often have projects that clients don't need to see a formal quote and just need to work done. These small...
jamie weidman 6 months ago in Project Management

Subscribe to items that are ordered to know when received

It would be nice for PM's to be able to check a box on items that facilitates sending them a notification when an item is marked received.
Guest 2 months ago in Procurement / Project Management Researching

Service Quote/Estimate Form

Need to be able to generate a quote from a service call so clients can approve and issue a PO.
Keaton Roggenkamp about 1 month ago in Service