D-Tools Cloud Ideas Portal

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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...
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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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All ideas

    Service Quote/Estimate Form

    Quote products and labor from a service call, and keep the client's approval on the ticket Service work regularly turns into sold work. A technician diagnoses a failure, identifies the parts and labor needed, and the client has to approve the cost...
    Keaton Roggenkamp about 1 month ago in Service 0
    34
    VOTE
    Not supported for the current status

    Finish UOM implementation

    Products are ordered with a UOM, priced with that UOM, and are often sold as a different UOM. For example, buy speakers as pairs, sell as each. Buy pre-construction brackets as 5-pairs (10 each) and sell as each. Cost/pricing needs to be calculate...
    Guest 6 months ago in Catalog & Suppliers 1 Planned

    Ability to Track Quoting/Proposal Time and Costs

    Staff spends time involved with a site inspection and creating quotes/estimates on an opportunity. Would like a way to enter this time against the opportunity. This would allow us to easily see what time staff are spending on individual sales prop...
    Guest 11 months ago in Opportunities & Quotes 0

    Internal change orders should have a different number format that external change orders

    Minimizes internal confusions by not having duplicate numbers but still being able to differentiate between internal and external.
    John Cook 5 months ago in Project Management 1 In Progress

    Per Project Report

    The ability to add custom external costs (Lodging, Transport, Meals, etc) to a project and then print/export a PDF report upon project close. This would be very useful for small teams to have accurate reporting of each project and determine P/L of...
    Eric Travis 6 months ago in Project Management 1 Researching

    Add Internal Notes Feature to Individual Change Orders

    Description:Currently, notes can only be added at the project level under "Overview > Notes" tab. This requires referencing change orders indirectly and doesn't provide dedicated space for CO-specific communication. Requested Feature:Add the ab...
    Guest 6 months ago in Project Management 0

    Jobsite photo documentation — capture, organize, and review project photos in one place

    The problem Photos are how field teams prove what happened on a job: pre-existing damage, cable runs before drywall, rack builds, completed installs, and problems that need a decision from the office. Today the app lets you attach files to a proje...
    Dave Kirn 13 days ago in Mobile App 0

    Ability to Invoice for Hourly Labor based on Time Entries

    Frequently, part of our jobs includes monthly invoicing for hourly labor. Currently, there is no way to bill for hourly labor based on employee time entered within D Tools. The solution for now is to export the time entries and create an invoice o...
    Amanda Ramsey 4 months ago in Project Management 1
    26
    VOTE
    Not supported for the current status

    Pin Notes

    Be able to pin notes to keep certain ones at the top. This way they can be better found if used for reference information.
    John Cook 6 months ago in General UI/UX 0 Planned

    Ability to customize invoice appearance

    Customizable invoice fields are needed. Ex) Summarize parts instead of listing all parts, including model numbers.
    Keaton Roggenkamp about 1 month ago in Accounting/Finance/Payments 1