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...

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...

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.

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 ...

When a technician sends the On My Way message, include an estimated arrival time based on where the technician is, so the customer knows when to expect them. Today the On My Way text carries no ETA. Location would be used only while a technician i...

Show a distributor's stock level and the lead-time history for the item while ordering, with a suggested order-by date. Today supplier connections give pricing only, so buyers check stock and lead times on the distributor's site. Vote and comment ...

Make as-built drawings interactive: tap a device to see its serial number, MAC and IP address, photos and service history. Vote and comment on what you want to see when you tap a device.

Bring an AutoCAD DWG floor plan into a Cloud plan view as its background, with its layers, so engineering teams that design in AutoCAD can place and document devices against the architect's plan without converting it to a PDF or image first. Today...