D-Tools Cloud Ideas Portal

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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 5 months ago in Other/General 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 about 1 month ago in Accounting/Finance/Payments 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 5 months ago in Service 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 4 months ago in Service Under consideration

Service Searchability

Search by additional details:Site NameIssue ReportedEtc Hard to locate a specific ticket without ability to search.
Keaton Roggenkamp about 2 months ago in Service 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 2 months ago in Project Management New

Service Quote/Estimate Form

Quote products and labor from a service call, and keep the client's approval on the ticket Service work regularly turns into sold work. A technician diagnoses a failure, identifies the parts and labor needed, and the client has to approve the cost...
Keaton Roggenkamp 2 months ago in Service Under consideration

IssueFound/StepsTaken/NextSteps API endpoints

We would like the service visit summary notes to be available via the API so we can trigger things like notifications to the office if the techs see something on site that requires immediate action or perhaps some involvement with the sales teams....
Guest 16 days ago in API 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 7 months ago in Project Management Under consideration

Backordered Status

Can we get a status item for a backordered item?
Guest 7 months ago in Procurement Under consideration