D-Tools Cloud Ideas Portal

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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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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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All ideas

    18
    VOTE
    Not supported for the current status

    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

    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 about 2 years ago in Opportunities & Quotes 0

    Improve Workflow for Managing Quote Locations

    When creating an opportunity and in this example of using a template that has more locations than are needed, multiple locations can be selected, but cannot be moved all at once or deleted. Being able to move a large selection of rooms instead of ...
    Guest 5 months ago in Opportunities & Quotes 0

    Versioning on Quotes

    Ability to store versions of a quote and be able to see that version along with being able to revert to it.
    Guest over 1 year ago in Opportunities & Quotes 0

    Process to Archive Won Opportunities after a Certain Date

    I would like to suggest a new feature for the platform. To keep the "Won" column manageable, could we implement a function that automatically archives opportunities 30 days after they are won? Since some companies may not want this functionality, ...
    Richard Banus 3 months ago in Opportunities & Quotes 0
    25
    VOTE
    Not supported for the current status

    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 send customer appointment emails for projects

    Just like a service call, would like the check box to notify client of an appointment
    Guest over 2 years ago in Service 0

    Export for Service Calls

    EXPORT/DOWNLOAD BUTTON FOR SERVICE CALLS (SAME AS OPPORTUNITES/PROJECTS)
    Guest 10 months ago in Service 0

    Copy/Duplicate/Add Same As for To Dos

    Ability to create a new To Do based off an existing To Do. Would open the Add To Do page with the appropriate information passed in.
    Guest 3 months ago in Other/General 0

    Merge Proposals

    Ability to merge one proposal into another proposal.
    Guest about 2 years ago in Opportunities & Quotes 0