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D-Tools Cloud Ideas Portal

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Pinned ideas

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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...
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...

All ideas

Service Searchability

Search by additional details:Site NameIssue ReportedEtc Hard to locate a specific ticket without ability to search.
Keaton Roggenkamp 3 months ago in Service 0 Under consideration

Backordered Status

Can we get a status item for a backordered item?
Guest 8 months ago in Procurement 3 Under consideration

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 3 months ago in Service 2 Under consideration

IssueFound/StepsTaken/NextSteps API endpoints

We would like the service visit summary notes to be available via the API so we can trigger things like notifications to the office if the techs see something on site that requires immediate action or perhaps some involvement with the sales teams....
Guest about 1 month ago in API 0 Under consideration

Add Custom Service Contract statuses

Currently, Service Contracts only support three statuses: Open, Completed, and Cancelled. This makes it difficult to represent real-world workflows.Example gaps: No way to mark a contract as approved but not yet billed No way to flag billing i...
Matt Cwiokowski about 1 month ago in Service 0 Under consideration

Subscribe to items that are ordered to know when received

It would be nice for PM's to be able to check a box on items that facilitates sending them a notification when an item is marked received.
Guest 4 months ago in Procurement / Project Management 1 Researching

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 about 1 year ago in Opportunities & Quotes 0 Under consideration

Change Orders should go to a new Kanban when ready for engineering review

Change orders currently have the 'approve change order' whiles still in the Draft/WIP Kanban. They should have the Engineering Review on the Change Order Proposal screen, the same as Quotes do. And they should have a Kanban for them to sit in whil...
Guest 13 days ago in Project Management 0 Under consideration

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 8 months ago in Catalog & Suppliers 1 Planned

Ability to customize invoice appearance

Customizable invoice fields are needed. Ex) Summarize parts instead of listing all parts, including model numbers.
Keaton Roggenkamp 3 months ago in Accounting/Finance/Payments 1 Under consideration