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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...
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

Field Users need the ability to add additional time, date, and service notes to service calls that span multiple visits.

Not all service calls get fixed in 1 day. Field users should be able to call up a previous service ticket, and add additional times, dates, descriptions of service rendered. Currently, if you can see an older call that is incomplete that you are r...
Guest over 2 years ago in Service 0 Planned

Ability to Remove Signature Line from Proposal

Need to be able to have the option remove the signature line from quotes in D-Tools when customer has an existing MSA with us that requires it.
Guest 11 months ago in Opportunities & Quotes 0 In Progress

Ability to Collect Both Party Signatures on Proposals

I have had requests from clients to have a line for our company to sign on the Signature page to create a fully executed contract signed by both parties - one for the client to sign and a another for us as the vendor. Currently no way to do that o...
Guest over 2 years ago in Opportunities & Quotes 0 Under consideration

Ability to show what service call a PO is tied too

We would like to have the ability to mark and show what purchase order comes from a service call. Currently, when you make a PO, the project it shows that its tied to is just marked as "Stock". Can we update this to reflect and attach to the serv...
Chris D. about 1 year ago in Procurement 4 Under consideration

Scheduling > Add tasks - Select all by phase

When in the global calendar doing scheduling, And adding tasks - I can Select All but it selects all tasks attached to the project. I would like to be able to tick all tasks in a phase rather than selecting the 10 or 20 tasks that belong to that p...
Michael Whalen 3 months ago in Project Management 0 Under consideration

Global payment terms for customer

Global payment terms for customer, Currently setting terms per invoice
David Schulze 6 months ago in Accounting/Finance/Payments 1 Under consideration

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 8 months ago in Procurement 1 Under consideration

Ability to add a discount to Purchase Orders

For significant projects, we can often get a disccount from a supplier for goods. This is often applied as a bulk discount on either the whole purchase order, or on specific goods. There is currently no way for us to reflect this on the purchase o...
Guest 7 months ago in Procurement 0 Researching

Improve Field Service Management

When can we expect the app for mobile users and a significant improvement for field service management? The portal for field users is utter rubbish and barely workable. Techs hate using the app, can't find project information quickly, doesn't scal...
Guest 10 months ago in  0 Planned

Item Status - Partial delivery

When updating item status we need a way to input how many of each item was received, i.e. we ordered 4 of something, but only 3 arrived so far. I don't want to mark it completely received, but also don't want to leave it unmarked as if we haven't ...
Chris Caras over 2 years ago in Project Management 0 Under consideration