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D-Tools Cloud Ideas Portal

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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...
Dave Kirn 6 days ago in Reports

Can you add a client completion goal date to opportunity details?

This way the project manager can see the goal date when this becomes a project.
Guest 6 days ago in Opportunities & Quotes

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 3 months ago in Other/General

Ability to Copy and Share Direct Page URLs

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/UX In Progress

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 3 months ago in Service

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 2 months ago in Service

Subscribe to items that are ordered to know when received

It would be nice for PM's to be able to check a box on items that facilitates sending them a notification when an item is marked received.
Guest about 1 month ago in Procurement / Project Management Researching

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 5 months ago in Project Management

Backordered Status

Can we get a status item for a backordered item?
Guest 5 months ago in Procurement
34 Not supported for the current status

Finish UOM implementation

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...
Guest 5 months ago in Catalog & Suppliers Planned