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

    Summarized Pick Lists

    Summarized pick lists were available in SI, we'd like them in Cloud. Currently the installer report does not summarize item totals as succinctly.
    Guest about 2 months ago in Project Management 0
    35
    VOTE
    Not supported for the current status

    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
    7
    VOTE
    Not supported for the current status

    Project Calendar Drag & Drop

    The new calendar feature is amazing and replaced a terrible spreadsheet we've been using! Would it be possible to add drag and drop / drag to resize to the project timelines? It would be way faster than having to visit each project page to change ...
    Guest 6 months ago in Project Management 0 Planned

    More Flexibility in Defining Defaults

    Most defaults are currently overall defaults and apply to all users. Would like more flexability to allow defaults for groups of users and/or a specific user to match their workflow. Some of the ares this could apply to are: Locations Email Te...
    Guest over 2 years ago in Opportunities & Quotes 0

    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 about 2 years ago in Project Management 0

    Ability to Hide Labor Hours on Proposals While Retaining Job Costing Data

    In D-Tools Cloud, labor can be entered in two ways: Labor: Allows entry of labor hours, cost/hr, and price/hr, but displays labor hours and details on the proposal. Labor Allowance: Displays a clean flat total on the proposal but does not allow en...
    Guest 8 months ago in Opportunities & Quotes 0 Already exists

    Receiving an alert when a technician does not fill out his scheduled service cal

    Sometimes a technician will forget to complete their daily service call work ticket or their daily project time entry. If there was a way to prevent them from moving on to the next day until they input their previous day or management to receive a...
    Guest 3 months ago in Service 0

    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. 11 months ago in Procurement 2

    Ability to Control Which Fields are Required on an Opportunity

    Can there be an option to make certain fields required for new opportunities, for example, quote template, we have a few and this field we would want something selected in order to properly use the templates we have created when a new opportunity ...
    Guest 6 months ago in Opportunities & Quotes 1

    The ability to make negative inventory adjustments on stock items

    we can adjust stock inventory counts upwards via the "check in" function but currently there is no way to make an adjustment down for an item in stock inventory except to delete the item entirely from the catalog and then to re add it and check it...
    Narayana Karthik over 1 year ago in Inventory 1 Already exists