D-Tools Cloud Ideas Portal

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PINNED Payment terms as percentage of parts and labor totals
we have always billed 100% of parts up front and then scheduled payment for labor and other fees at later milestones. the current payment terms are not able to break it down like this, but only uses percentages of the total job scope.
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PINNED SSO Options and/or Passkey
Implementing SSO with Google or Microsoft would incredibly helpful. The duration our browsers keep us signed-in is decent, but the process for getting back in can be cumbersome. Especially the mobile app. SSO should cut this time in half, but also...
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All ideas

    Improve mobile calendar for team scheduling

    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...
    Guest 17 days ago in Mobile App / Project Management 2 New

    The ability for techs to scan receipts to update project costs

    Allow users to scan receipts or invoices for miscellaneous project expenses and automatically add those costs to the project.
    Shenelle Enos 24 days ago in Accounting/Finance/Payments / Mobile App / Project Management 0 Under consideration

    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 6 months ago in Other/General 0 Under consideration

    The ability to generate labels without imputing a serial number for warehouse tracking

    Having the ability to generate labels for inventory items without needing an identifier number or serial number. Currently you can only generate labels if you have a serial number. Failing to supply a serial number will allow you to generate and p...
    Guest 2 days ago in Inventory 1 Already exists

    Lead Source as a filter on the Opportunities and Projects list

    In order to track the leads that I push to sales.
    Guest 2 days ago in Opportunities & Quotes 0 Under consideration

    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 6 months ago in Service 1 Under consideration

    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 5 months ago in Service 1 Under consideration

    Sharable Invoices

    When we send an invoice to a client, and they forward to their AP approved for payment, AP can not access the link. We need to be able to share the link and anyone within that organization be able to access it.
    Amy Johnson-Carlson 2 months ago in Accounting/Finance/Payments 1 Under consideration

    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 8 months ago in Project Management 0 Under consideration

    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 3 months ago in Project Management 0 New