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...
Share feedback 0
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...
Share feedback 0

All ideas

    Service: Industry-grade dispatch view (geographic awareness, routing, real-time technician visibility)

    Problem The current scheduling experience treats service calls as a side-effect of project scheduling — useful for the integrator who runs service as a small fraction of the business, unworkable for shops where service is the operating model. Serv...
    Dave Kirn 4 months ago in  0

    Configurable CSV export profiles for payroll platforms (ADP, QuickBooks Time, Paychex, etc.)

    The ask CSV export profiles tailored to specific payroll platforms so the exported file is a direct upload — not something the admin has to reformat first. The problem this solves Each payroll platform expects a different CSV column layout, header...
    Dave Kirn 4 months ago in Accounting/Finance/Payments 0

    ADP Marketplace integration for payroll — push time entries from D-Tools directly to ADP

    The ask A native integration between D-Tools Cloud and ADP (WorkForce Now / Total Source) that lets customers push approved time entries directly to ADP for payroll processing, instead of exporting CSV and uploading manually. The problem this solv...
    Dave Kirn 4 months ago in  0

    Ability to Set Default Naming Convention for Quotes

    We would love to be able to set the deafalt proposal name structure i.e [Client address] - [Quote name] - [Date] - [Version] So the proposal would be e.g Smith Street, 123 - CCTV Upgrade - 26 Jun 2024 - V1 At the moment we have to edit it manually...
    Guest about 2 years ago in Opportunities & Quotes 0

    Include Account/Contact Names in Notifications

    Notifications list shows project and proposal names, but not customer/business names (unless the notification was about one of the contacts taking action). Usually, customer/business name is more important for differentiation and understanding at ...
    Guest 6 months ago in CRM 0

    Ability to see Referrals in Projects.

    The referral box in opportunities is worthless because that information goes away once the opportunity is converted to a project.
    Guest 6 months ago in Project Management 0
    5
    VOTE
    Not supported for the current status

    Add option of "Delete" to inactive products

    I'm not sure why inactive products don't have the ability to be deleted. "Delete" should be added to their "..." menu.
    Guest 6 months ago in Catalog & Suppliers 1 Planned
    25
    VOTE
    Not supported for the current status

    Ticketing system

    It would be great if we could implement a standard ticketing system where you can link new service calls to previous ones related to the same issue. (Like when the same thing keeps breaking down). That way the technician can look and see what days...
    Guest over 2 years ago in Service 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

    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