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D-Tools Cloud Ideas Portal

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All ideas

Schedule the Sending of Proposals

I would like to the ability to create a proposal late at night and have it automatically send it to the client the following day at 8am so they're not getting proposals sent to them in the middle of the night.
Guest about 23 hours ago in Opportunities & Quotes

Process to Archive Won Opportunities after a Certain Date

I would like to suggest a new feature for the platform. To keep the "Won" column manageable, could we implement a function that automatically archives opportunities 30 days after they are won? Since some companies may not want this functionality, ...
Richard Banus 2 days ago in Opportunities & Quotes

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 22 days ago in Service

Ability to Copy and Share Direct Page URLs

Description:Currently, users are unable to directly copy and share the URL of a specific page or view within the D-Tools Cloud platform. When a user tries to share a link (for example, to a specific project, proposal, or quote), the copied URL doe...
Matt Cwiokowski 3 months ago in General UI/UX In Progress

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 about 1 month ago in Other/General

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 14 days ago in Service

Prompt for Associated Subscriptions in Necessary Workflows

When getting prompted to add recommended/option accessories, we'd like to get a prompt to add the associated subscriptions from the accessories. Currently, there's no prompt, and the subscriptions are not brought in with the accessories within the...
Guest 3 days ago in Opportunities & Quotes
18 Not supported for the current status

Flexibility on Invoicing Subscriptions - Multiple subscriptions on one invoice, include in project payments

Currently you are unable to bill multiple subscriptions sold under the same opportunity/project on one invoice. This results in us needing to send 5+ invoices for one install in some cases (camera licensing, access control licensing, alarm licensi...
Daniel Minarich about 1 month ago in Accounting/Finance Planned
34 Not supported for the current status

Finish UOM implementation

Products are ordered with a UOM, priced with that UOM, and are often sold as a different UOM. For example, buy speakers as pairs, sell as each. Buy pre-construction brackets as 5-pairs (10 each) and sell as each. Cost/pricing needs to be calculate...
Guest 3 months ago in Catalog & Suppliers Planned

Ability to Invoice for Hourly Labor based on Time Entries

Frequently, part of our jobs includes monthly invoicing for hourly labor. Currently, there is no way to bill for hourly labor based on employee time entered within D Tools. The solution for now is to export the time entries and create an invoice o...
Amanda Ramsey 17 days ago in Project Management