Skip to Main Content
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...
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

Service Call Reports (Separate from Payment Requests)

I'd like to be able to generate a nice Service Call report to provide to clients rather than send them a "Payment Request" and have to mess around with the numbers so it shows $0 owed or have to tell them "no payment is actually due". This is part...
Guest over 2 years ago in Service 0 Under consideration

Hide Budgeted Hours

Having the ability to hide the project budgeted hours from field users as well as the labour hours on the Installer Report so our installers aren't using the full allotted time to pull a wire or screw on a wall plate. Plus the chance that a conver...
Hemanth Kumar over 2 years ago in Project Management 0 Under consideration

Easier way to know if a proposal has been paid or accepted

Maybe we could add a column indicating whether the account has been paid or not, and another column showing whether the proposal has been accepted or not.
Guest 4 months ago in Accounting/Finance/Payments 0 Under consideration

Retroactive service calls

As a small company sometimes I get a last minute service call and I don't have the time to add it to the calendar that day. It would be nice to be able to add service calls to previous days.
over 2 years ago in Service 0 Already exists

Add bulk "Mark as in stock" option to Ready to Order page

Add a "Mark as in stock" button to the "More actions" bulk dropdown on the Ready to Order page, allowing users to change the order status of multiple selected items at once instead of one-by-one.
Guest about 2 years ago in Procurement 1 Under consideration

Add Export for Packages

Add a .csv export of the packages in my catalog that includes all items listed in the package
Guest 8 months ago in Catalog & Suppliers 0 Planned

The ability to integrate schedules

to see our service schedule with our project schedule so the scheduling can be viewed in one place.
Guest over 2 years ago in Project Management 0 Already exists

Deleting a Task entry from a calendar removing resource as opposed to removing the entire task

Deleting a Task entry from a calendar removing resource as opposed to removing the entire task, or at least offer an option.
Guest 3 months ago in Project Management 0 Under consideration

Ability to Use Budget Ranges

Often when doing initial quoting it best to give a client a range to see where they fit. This could be a +/- by location, system, category etc.
John Cook 7 months ago in Opportunities & Quotes 0 Under consideration

Automated Tasks creation based off Products

If you could create a add on feature or built in. people would pay more for this. In the catalog and extra tab on the product that says “Tasks” would help to create tasks on a product. such as. Unifi Wifi 7 Access point Tasks- Pre configuration- C...
Guest 4 months ago in Catalog & Suppliers / Opportunities & Quotes / Project Management 1 Under consideration