All ideas

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...

Frequently, part of our jobs includes monthly invoicing for hourly labor. Currently, there is no way to bill for hourly labor based on employee time entered within D Tools. The solution for now is to export the time entries and create an invoice o...

We would like to request a native integration between D-Tools and System Surveyor to streamline the design-to-proposal workflow. Our team uses System Surveyor extensively for site surveys, device placement, and system design. Currently, there is n...

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...

Currently you are unable to bill multiple subscriptions sold under the same opportunity/project on one invoice. This results in us needing to send 5+ invoices for one install in some cases (camera licensing, access control licensing, alarm licensi...

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...

Be able to pin notes to keep certain ones at the top. This way they can be better found if used for reference information.

When using the service module, there is not an easy way to see what the cost is on a completed service call. In a project we can see the review and the job costing, in a service call we can not. It would be very beneficial if in a service call, in...

When making long proposals having to scroll up and down the page is inconvenient and a giant time waster. Rather if the frame for the 'Add Products' was fixed at the top of the screen, it would allow for adding new components to the proposal much ...