Pinned ideas

PINNED Projects column visible at Purchase Orders

When looking at the summary of purchase orders it would be incredibly helpful to see which projects they are tied to. There seems to be enough space to add another column, this should be a simple add-on but would save a lot of time not having to c...

PINNED Payment terms as percentage of parts and labor totals

we have always billed 100% of parts up front and then scheduled payment for labor and other fees at later milestones. the current payment terms are not able to break it down like this, but only uses percentages of the total job scope.

All ideas

11 VOTE

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 16 days ago in Accounting/Finance/Payments 0

78 VOTE

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 5 months ago in Other/General 0

15 VOTE

Service Searchability

Search by additional details:Site NameIssue ReportedEtc Hard to locate a specific ticket without ability to search.

Keaton Roggenkamp about 1 month ago in Service 0

43 VOTE

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 0

39 VOTE

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 4 months ago in Service 1

14 VOTE

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 0

3 VOTE

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 10 days ago in Mobile App 0

51 VOTE

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...