D-Tools Cloud Ideas Portal

We actually read these.

Ideas submitted here go to the product team, not into a void. Add yours, vote on others, and comment on what matters to your business.

Talk to our Product Managers live: every other Monday, 1:00–2:00 PM ET → https://www.d-tools.com/cloud-product-office-hours

ADD A NEW IDEA

Pinned ideas

View all
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...
Share feedback 0
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...
Share feedback 0

All ideas

    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

    Projects - Expense Tracking

    It would be nice to be able to track expenses for a project without having to make a change order. Examples would be actual shipping cost, hotels, travel, per diem, etc. This would be a major help in tracking project P&L.
    Guest 3 months ago in Project Management 0

    From projects, view inventory location for allocated products, to be able to track location of inventory reserved for project.

    Would like a way to track and easily view the location of equipment allocated to a project that has not been installed. Currently we using a spreadsheet to track the equipment location for each project. Would like all users to easily see from the ...
    Guest 5 months ago in Inventory 0 Researching

    Round Up Unit Price

    Option to round up unit price to the nearest whole dollar
    Guest 4 months ago in Opportunities & Quotes 0
    18
    VOTE
    Not supported for the current status

    Project complete sign off by customer (similar to service calls)

    Requesting that at the end of a Project there is a sign off request that clients need to complete to verify the Project is now complete and all quoted work has been fulfilled
    Guest over 1 year ago in Project Management 0 Planned
    14
    VOTE
    Not supported for the current status

    Client Portal

    A secure client-facing portal where users can view all their open proposals, active projects, associated invoices, and service calls in one place. A calendar view showing scheduled tasks or site visits would help clients stay informed. Clients cou...
    Guest about 1 year ago in CRM 0 Planned