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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...
When sharing proposals and customizing the messages to specific clients, it is important to be able to revisit exactly what was said by the sender. Can this be incpororated into proposal history?
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...