Turn a service call into an opportunity, carrying over the client, the items, the notes and the call history, so a repair that becomes a sale does not have to be re-entered. Today there is no way to convert a service call into an opportunity or pr...

Let a company control how its customer documents look and print: proposals, quotes, invoices, change orders, work orders and service agreements, including formats that a customer or contract requires. Documents must be built for PDF and print: cle...

Enable administrators to effectively view and manage their team’s schedule from a mobile device. The current admin calendar is difficult to use on mobile: assigned tasks are not visible, and scheduling team resources is impractical. A tablet-frien...

Allow users to scan receipts or invoices for miscellaneous project expenses and automatically add those costs to the project.

We’d like to request the option to automatically generate Purchase Order numbers based on the project number when a PO is created from within a project. Today, PO numbers are assigned independently, so we have to look up the project number, figure...

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 ...

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...

Let a company schedule resources who do not have a Cloud login, such as union crews, subcontractors and temporary labor, and let the office enter their time for them. Today only users with a login can be scheduled and can have time entered against...

Show a queue of items that need to move to a job site, by job and location, with need-by dates from the labor schedule, so technicians do not arrive without materials. Vote and comment if your crews lose time on jobs where the materials are not st...

Find catalog items that are likely duplicates, for example the same product entered with different spelling or part-number formats, and merge them while keeping their usage history on quotes, projects and purchase orders.