D-Tools Cloud Ideas Portal

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PINNED Payment terms as percentage of parts and labor totals
we have always billed 100% of parts up front and then scheduled payment for labor and other fees at later milestones. the current payment terms are not able to break it down like this, but only uses percentages of the total job scope.
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PINNED Projects column visible at Purchase Orders
When looking at the summary of purchase orders it would be incredibly helpful to see which projects they are tied to. There seems to be enough space to add another column, this should be a simple add-on but would save a lot of time not having to c...
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All ideas

    Need a built‑in total for all milestones across all projects.

    Need a built‑in total for all milestones across projects on top of billing page included in the summary of what is pending due. We need this for showing sales numbers for the year.
    Christina Adcock 3 days ago in Accounting/Finance/Payments 0 Under consideration

    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 0 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 0 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 1 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 5 months ago in Service 1 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 0 New

    Service Searchability

    Search by additional details:Site NameIssue ReportedEtc Hard to locate a specific ticket without ability to search.
    Keaton Roggenkamp 2 months ago in Service 0 Under consideration

    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 1 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 0 Under consideration

    Add Custom Service Contract statuses

    Currently, Service Contracts only support three statuses: Open, Completed, and Cancelled. This makes it difficult to represent real-world workflows.Example gaps: No way to mark a contract as approved but not yet billed No way to flag billing i...
    Matt Cwiokowski 25 days ago in Service 0 Under consideration