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 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.
Share feedback 2
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

All ideas

    Abilty to view both the service and project calanders together.

    There are many of times where we need to schedule a tech for both service and project work. Having to jump between calendars is a pain. Would be awesome if there was a single calendar view that combined all work scheduled for the techs.
    jamie weidman 8 months ago in Other/General 0 Already exists

    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 Under consideration

    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

    Allow the addition of subscriptions to projects after they've been approved. Or allow subscription creation without a project.

    I don't like being forced to create a project just to have an subscription created to track for monitoring invoices. There are many subscriptions we brought over then we started using D-Tools Cloud from SI that I now need to create. Also, I can't ...
    Guest about 1 month ago in Service 0 Under consideration

    Merge Proposals

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

    Scheduling > Add tasks - Select all by phase

    When in the global calendar doing scheduling, And adding tasks - I can Select All but it selects all tasks attached to the project. I would like to be able to tick all tasks in a phase rather than selecting the 10 or 20 tasks that belong to that p...
    Michael Whalen 3 months ago in Project Management 0 Under consideration

    True bidirectional HubSpot integration (deals, contacts, status, dollar values)

    Problem The HubSpot integration today is — at best — a one-way push, and even that is unreliable in practice. For shops running HubSpot as their primary CRM, the missing bidirectional sync means every deal lives in two systems, and salespeople end...
    Dave Kirn 6 months ago in CRM 1 Under consideration

    Customizable layout in the Connection View — drag, group by room, color-code

    Problem The Connection View renders a fixed default layout. Items can't be moved, grouped, or color-coded, so a project with a non-trivial number of devices produces a diagram that's hard to read and doesn't match how the integrator wants to commu...
    Dave Kirn 6 months ago in Engineering Documentation 0 Under consideration

    Project Inventory History Details

    Being able to see who changed a project item's status from Planned > Staged > Picked > Installed, and when it happened, would help users add accountability and find mistakes or weaknesses in their process. It would also save time in inves...
    Guest 8 months ago in Inventory 1 Planned

    System Surveyor Integration

    We would like to request a native integration between D-Tools and System Surveyor to streamline the design-to-proposal workflow. Our team uses System Surveyor extensively for site surveys, device placement, and system design. Currently, there is n...
    Ron Noel 6 months ago in Opportunities & Quotes 0 Under consideration