D-Tools Cloud Ideas Portal

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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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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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All ideas

    Export for Service Calls

    EXPORT/DOWNLOAD BUTTON FOR SERVICE CALLS (SAME AS OPPORTUNITES/PROJECTS)
    Guest 12 months ago in Service 0 Under consideration

    Allowances - Add From Catalog

    When creating an Allowance, we have to take the time to add all of the pictures, descriptions, etc, and add the word allowance. Why is the ability not there to have an add from catalog option? Please add this functionality to Allowances as it will...
    John Mark Kucera 4 months ago in Catalog & Suppliers / Opportunities & Quotes 0 Under consideration

    Web link/URL for product info

    I know that many/most products currently have attached files like spec sheets or manuals, but it's super common to want to check the product webpage for info. I really miss this feature which I heavily used in D-Tools SI.
    Guest 8 months ago in Catalog & Suppliers 1 Planned

    Change the highlight color for selected items

    The color of selected item highlights is the same color as the alternating line color. They must be a different color to see what's selected vs. what's simply every other line. I know that the alternating-line coloring can be disabled, but that's ...
    Guest 8 months ago in General UI/UX 0 Researching

    Ability to Add Features/Add-Ons to a Monitoring Plan

    The ability to add features/add-ons to a monitoring plan and show the price is each add-on. And the ability to format the text in the add-on's description.
    Guest 8 months ago in Opportunities & Quotes 0 Under consideration

    Folder organization in the Files tab of D-Tools Cloud projects

    It would be nice to have the option of creating folders within the files tab of projects to separate thing out. Ex: Folders for photos of various stages of the project, a folder for receipts, a folder for documents, etc.
    Guest over 1 year ago in Project Management 0 Planned

    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 7 months ago in Opportunities & Quotes 0 Under consideration

    Updating an event that is over consecuative dates

    When initially scheduling an event, you are able to select multiple dates. But if that schedule changes, you have to update each event individually. Can we add to mass update an event? It would be nice to be able to adjust like the in the snippet....
    Guest 3 months ago in Project Management 0 Under consideration

    Workflows for Box Sales/Counter Sales

    Example: Some clients come back to purchase gear without needing installation, labor, or project planning — just a quick product sale. Right now, D-Tools is built around project-based workflows (Remodel, New Construction, etc.), but it would be he...
    Guest over 1 year ago in Opportunities & Quotes 0 Under consideration

    Custom Fields in items in the catalog

    It would be nice to have a few custom fields available for various pieces of data to track. A couple of check boxes and text fields.
    Guest 6 months ago in Catalog & Suppliers 1 Under consideration