D-Tools Cloud Ideas Portal

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Pinned ideas

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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...
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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

    Restrict labor type selection per technician

    The ask Ability to restrict which labor types each tech sees when clocking time, so they pick from a curated short list (3-5 options) relevant to their role rather than the full tenant catalog (which can be 50+ entries in a mature shop). The probl...
    Dave Kirn 6 months ago in  0 Under consideration

    Outlook and Teams integration

    Would be great if I could add meetings to the schedule and generate a teams meeting link or have it sync to my outlook for teams rather than having to do everything twice.
    Guest almost 2 years ago in Project Management 0 Planned

    Add team members as resources when creating an event in the mobile app

    The problem When you create an event or meeting in the app you can add clients and other contacts, but not your own team members as resources. The people who actually need to be there end up unattached to the event and do not get notified, so the ...
    Dave Kirn 3 months ago in Mobile App 0 Under consideration

    Import Export Subscriptions and Service Plans

    Import and Export Subscriptions and Service Plans. We need this ability to change the subscriptions descriptions, cost and options. or create a column in the "My Products" Catalog to do so since you are able to convert a product to a subscription.
    Guest 6 months ago in Service 0 Researching

    QBO: Location-Based Tax Reconciliation with Avalara

    Fix the architectural mismatch between D-Tools Cloud's Avalara-based location tax calculation and QuickBooks Online's independent tax engine. Today, location-based tax amounts calculated by Avalara in D-Tools don't reliably appear correctly on QBO...
    Dave Kirn 6 months ago in Accounting/Finance/Payments 0 Under consideration

    Add Notes/Comments to Quote Items for Display on Proposals (External) and Projects (Internal)

    It would be great to add both internal and/or external notes to individual line items. For example as an internal note; 'camera location to be confirmed on site' or '4x rows of 3 speakers, zoned for voice lift'. Or even during quoting 'Check compa...
    Guest over 1 year ago in Opportunities & Quotes 0 Under consideration

    Have Tasks Available in High-Level navigation like ToDos

    Assigned tasks should not be buried under Project-Schedule-Tasks- and then having to apply a filter to see open/new; having them directly accessible in the same manner as assigned ToDos allows for quick view/action.
    Guest about 1 month ago in Project Management 0 Under consideration

    Need an order status like " Hold" or "Review Needed" for items pending confirmation

    Need a status that prevents items from being ordered before client selections are confirmed for color, size, etc. Items in the status should still appear in the Ready to Order screen to allow a global review screen
    John Cook 8 months ago in Procurement 0 Under consideration

    Dark mode

    Dark mode would be awesome
    Guest 10 months ago in  0 Under consideration

    Filter resource picker by user role when assigning project resources

    When assigning resources to a project (for example, selecting a Project Manager), the resource list currently shows all users in the account, including technicians and other roles. This makes it harder to quickly find the correct role.It would be ...
    Matt Cwiokowski 2 months ago in Project Management 0 Under consideration