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 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

    Add a last quarter search tab in Invoices

    To get a last quarter summary for sales taxes, total sales, etc.
    Guest 4 months ago in Accounting/Finance/Payments 0

    Add Davis distribution for supplier pricing

    please add supplier if possible.
    Guest about 1 month ago in Catalog & Suppliers 1

    Report of Service Completed, by Resource

    I know so far Reporting is limited to the Opportunities side of the product, but I need to be able to quickly evaluate our operational people. I need reports of how many Service Callse a given person (resource) completed in a given week. This can ...
    Guest about 1 month ago in Reports 0

    Generate schematic drawings based on config file

    Automatic Schematic Generation from Control System Configuration Files Feature Idea Automatically generate schematic drawings and system connection diagrams by importing configuration files from control and automation platforms such as: Control4...
    Dave Kirn 6 months ago in Engineering Documentation 0

    Great America Leasing Integration for D-Tools Cloud

    You already have integration with Great America financing company for SI. Could you please bring that to Cloud as well?
    Guest about 1 month ago in Other/General 0

    Adding Customer Name on PO Check In Screen

    Can you add the customer name to the check in pop up window so that we can see the customer name when checking in. We have multiple customers on the same PO
    Russ Moore 6 months ago in Procurement 0

    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...
    Eric Travis 3 months ago in On-Boarding 0 In Progress

    Receive notifications when product is requested

    It would be helpful to receive an email or txt message notification once someone changes the product status to "Ready to Order"
    Bethany Dennard 6 months ago in Procurement 0

    Ability to Hide Subtotal for Second Grouping on Proposal

    In the Products section of a proposal I need to group the line items by System then by Room and show only the System totals. I do not want to show any room totals in this layout.
    Guest 3 months ago in Opportunities & Quotes 0

    Show the date of when product is requested

    It would be extremely helpful to see what date the product for a project was requested on in the "ready to order" screen.
    Bethany Dennard 4 months ago in Procurement 0 Researching