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D-Tools Cloud Ideas Portal

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Pinned ideas

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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.
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...

All ideas

Show More Contact Information on Opportunity Page

I would like to be able to see the contact info as more than just an email address unless I open it and click on Edit. We store info for the contacts in contact Notes, and I have to go into each one and click Edit in order to find out who is autho...
Guest 7 months ago in Opportunities & Quotes 0 Under consideration

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 7 months ago in Project Management 1 Researching

Merging Contacts

Ability to merge contacts. Right now there is the ability to merge accounts, but need something at the contact level. Would be great to be able to choose which information is being kept vs. lost as sometimes one has the right phone number but the ...
Guest 7 months ago in CRM 0 Under consideration

Microsoft 365 Calendar Sync

The ability for staff calendars on 365 to sync into DTools and vice-versa back and forth, so we can go into 365 calendar and see Dtools scheduled projects. If we can see entries made in 365 in the dtools calendar, then even better too!
Guest 3 months ago in Project Management 2 Under consideration

Google calendar integration.

It would be helpful if we could integrate with google calendar. It would be beneficial to us if we would be able to have things entered in google calendar show up on the d-tools calendar.
Eduardo Voloch over 2 years ago in Project Management 1 Planned

service reports

we need a way to send out service reports for work done and covered under a service contract. there is no invoice needed as this is covered by the contract
Guest 9 months ago in Reports / Service 0 Under consideration

Managing Rack Space

In our quoting software (I wrote it), we enter available rack space in a field, and as we enter products into the quote, if the number of RU's are exceeded we get a warning, and if we don't fill it up, the program adds blank panels and adds the co...
Guest 8 months ago in Opportunities & Quotes 0 Under consideration

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 5 months ago in Opportunities & Quotes 0 Under consideration

Need component IDs on all items

Component ID System for Device Identification & Connection View Clarity Feature Idea Introduce persistent and visible Component IDs for all devices and infrastructure items across the platform, with a primary focus on improving readability and...
John Cook 5 months ago in Engineering Documentation 0 In Progress

Item notes

I’d like to be able to add project specific notes to individual items. This could be client facing or project notes for techs.
almost 3 years ago in Project Management 1 Under consideration