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D-Tools Cloud Ideas Portal

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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 1 day ago in Reports

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 3 months ago in Other/General

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 5 months ago in General UI/UX In Progress

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 3 months ago in Service

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 about 1 month ago in Procurement / Project Management Researching

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 2 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 5 months ago in Project Management

Backordered Status

Can we get a status item for a backordered item?
Guest 5 months ago in Procurement

Ability to View Email Shared for Proposal

When sharing proposals and customizing the messages to specific clients, it is important to be able to revisit exactly what was said by the sender. Can this be incpororated into proposal history?
Guest about 1 month ago in Opportunities & Quotes
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 5 months ago in Catalog & Suppliers Planned