D-Tools Cloud Ideas Portal

We actually read these.

Ideas submitted here go to the product team, not into a void. Add yours, vote on others, and comment on what matters to your business.

Talk to our Product Managers live: every other Monday, 1:00–2:00 PM ET → https://www.d-tools.com/cloud-product-office-hours

ADD A NEW IDEA

Pinned ideas

View all
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.
Share feedback 2
PINNED SSO Options and/or Passkey
Implementing SSO with Google or Microsoft would incredibly helpful. The duration our browsers keep us signed-in is decent, but the process for getting back in can be cumbersome. Especially the mobile app. SSO should cut this time in half, but also...
Share feedback 0

All ideas

    Ability to Show Estimated Lease Pricing

    I’m selling a lot to bars and restaurants these days. This market especially appreciates leasing the equipment, it closes my deals so much faster, and pays me 100% up front. At this point I’m NOT sending the proposals to the client until they’ve a...
    Guest 4 months ago in Opportunities & Quotes 0

    Summarize Items in the Item Status Page

    When setting the status of Items in the Item Status page, it would be very beneficial and efficient to be able to Summarize items that are listed multiples time. For example it the project has 300 RJ45 heads, the Item status page shows all 300 of ...
    Guest 6 months ago in Project Management 1 Researching

    Travel and Accommodation for Quotes

    A section for travel and accommodation, that's not apart of labour or items.
    Guest almost 2 years ago in Opportunities & Quotes 0

    Projects & Service Calls by Product

    It would be helpful to be able to see a list of projects and service calls that we have sold certain products to without having to check each and every project. It would be helpful to be able to search a product, and all have projects and service ...
    Guest about 2 months ago in Catalog & Suppliers 0

    Add client name after PO number

    We place orders with vendors with the PO #XXXX-Client name so that we know where it needs to be staged when received, so it would be good if it matched the actual PO in DTools. We also use PO XXXX-INV for inventory orders and PO XXXX-DEMO for demos.
    Jessica Carter 6 months ago in Procurement 1

    Merge Service Requests

    We need a way to merge tickets that might have been created by another person for the same request without loosing information.
    Guest about 2 years ago in Service 0
    13
    VOTE
    Not supported for the current status

    Import Quote/BOM

    ability to import quote/bill of materials from excel into a DTC quote.
    Guest 10 months ago in Opportunities & Quotes 0 Planned

    Add Chauvet as a supplier

    Add Chauvet for supplier pricing
    Guest 24 days ago in Catalog & Suppliers 1

    Add RCF as a Supplier

    Add RCF for supplier pricing
    Guest 24 days ago in Catalog & Suppliers 1

    Abilty to view both the service and project calanders together.

    There are many of times where we need to schedule a tech for both service and project work. Having to jump between calendars is a pain. Would be awesome if there was a single calendar view that combined all work scheduled for the techs.
    jamie weidman 5 months ago in Other/General 0 Already exists