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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...
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 ...
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/UXIn Progress
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...
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.
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...