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

    Allow Subscriptions to be added to a service call

    If my techs are at a clients home and they ask for a subscription we need to be able to add that amount to the service call so it can be billed and paid on the spot.
    Guest 3 months ago in Service 0 Under consideration

    Field user Inventory Management

    It is very important to allow access to inventory scanning in and out for field users to enable transfer of stock from warehouse to van to client and back again. Especially if products are used in the field that are additional to the work order.
    Guest over 1 year ago in Inventory 0 Planned

    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 Under consideration

    ADP Marketplace integration for payroll — push time entries from D-Tools directly to ADP

    The ask A native integration between D-Tools Cloud and ADP (WorkForce Now / Total Source) that lets customers push approved time entries directly to ADP for payroll processing, instead of exporting CSV and uploading manually. The problem this solv...
    Dave Kirn 6 months ago in  1 Under consideration

    Add Chauvet as a supplier

    Add Chauvet for supplier pricing
    Guest 3 months ago in Catalog & Suppliers 1 Under consideration

    Project Bill of Materials (BOM)

    What is the request? Add a dedicated Bill of Materials (BOM) report or view within a project that automatically combines identical products and shows the total quantity required for the entire job. This should be available before any products are ...
    Guest about 1 month ago in Project Management 0 Under consideration

    BOM Import and Product Matching

    Users could upload a BOM from tools like Axis Site Designer, Bluebeam, or a spreadsheet, and D-Tools Cloud would automatically match the products to its catalog and create a quote or project. This would reduce manual entry, prevent errors, and spe...
    Faith Lokey 3 months ago in Catalog & Suppliers 1 Under consideration

    Merging both Projects & Service Call Calendars

    Hi there! I wanted to see if there is a calendar that merges all things entered. I noticed project and service calls are on separate calendars and it would be beneficial to have them on one and color coded in correlation with the events. Is there ...
    Guest over 1 year ago in Project Management / Service 1 Already exists

    Service Call Internal Notes

    Can we please make the internal notes section of service calls editable in all statuses of the project. This is where the team can communicate back and forth about the service call and it would be helpful if we could add updated notes regarding pa...
    Guest 4 months ago in Service 0 Under consideration

    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 Under consideration