D-Tools Cloud Ideas Portal

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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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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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All ideas

    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 5 months ago in Project Management 0 Under consideration

    Service Calls need TO-DO's or other way of making RTO attached to the call

    This has been requested as far back as 2023 with no acknowledgement from D-Tools. Currently because there is no To-Do option to make a request to order parts that is tied to the service call, our ordering person would need to scroll through all th...
    Guest over 1 year ago in Service 1 Planned

    ETA Date Notifications

    It would be helpful if a product is not received by the ETA date on a purchase order that someone gets automatically notified.
    Rene Arrazcaeta about 1 month ago in Procurement 0 Under consideration

    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 11 months ago in  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 Under consideration

    Ability to Easily See a Proposal has been Viewed for an Opportunity

    It would be very helpful if there was a tag on the opportunity card to let you know if a proposal has been viewed. Typically if it hasn't been viewed in a few days we know it went to spam, so we could follow up with out having to open each opportu...
    Hemanth Kumar over 2 years ago in Opportunities & Quotes 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 In Progress

    Field User - Ability to login and see all past service calls at clients house.

    How do Service Tech’s review past Service Orders at the clients house?
    Guest over 2 years ago in Service 0 Planned

    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

    Add back the ability to print a pdf of the Item Status report

    using as a pallet list for the warehouse
    Guest 8 months ago in Reports 0 Researching