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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...
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.

All ideas

Microsoft 365 Calendar Sync

The ability for staff calendars on 365 to sync into DTools and vice-versa back and forth, so we can go into 365 calendar and see Dtools scheduled projects. If we can see entries made in 365 in the dtools calendar, then even better too!
Guest about 1 month ago in Project Management 0

Link notes and activity in the project overview to the task they are added to

Currently the notes and/or activity updates in the project overview are not linked to the task they are from in any way. This makes it quite difficult to figure out what tasks have been updated that day, and what note/ activity refers to which tas...
Guest about 1 month ago in Project Management 0

FR - Manually configurable service windows

There is no good way of configuring the service windows I need because they are auto generated. My technicians get a lunch break. I have no way of doing 3 appointment slots per day at 9-11, 11-1, and 2-4. The way these time slots are automatically...
Guest about 1 month ago in Service 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 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

Work Summary Reports

I would like to be able to download or print off a work summary for service calls performed so the customer is able to read what work was performed during the service call.
Guest 2 months ago in Service 0