All ideas

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...

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...

In order to track the leads that I push to sales.

Allow users to scan receipts or invoices for miscellaneous project expenses and automatically add those costs to the project.

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 ...

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. Some projects require more than a single-day visit to complete.

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.

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...

Please add the ability for Accounting and Operations team members to receive payment notifications, even if they are not listed as team members on the quote or project. Currently, payment notifications are primarily visible to the quote owner or u...