All ideas

Currently the sub account screen shows each account having the billing address displayed rather than the site location. Would like to have the site location rather than billing.

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...

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 ...

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...

It would be nice to be able to filter by Reserved to make cleaning up reservations easier to identify unreserved items.

Once a client Accepts and Signs an opportunity, we want there to be an auto response sending them a fully executed Agreement with our signature on it, rather than converting the accepted quote to a PDF and then signing and sending it to them separ...

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.

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...

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...

Can we get a status item for a backordered item?