Skip to Main Content
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 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...
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...

All ideas

11 Not supported for the current status

Physical Inventory Scanners

What scanners will be compatible for conducting physical inventory? I personal like the Zebra TC 21/26. https://www.zebra.com/us/en/products/spec-sheets/mobile-computers/handheld/tc21-tc26.html
Guest over 1 year ago in Inventory 1 Planned
1 Not supported for the current status

Dealers need a quick way to add standard office/admin tasks to a project without cluttering the field plan

The need Every project carries recurring back-office work — set up the client in accounting, kick off billing, create the security account — that isn't field work and doesn't belong on the installers' project plan. Teams want a fast way to drop a ...
Dave Kirn about 2 months ago in Project Management 0 Planned

Dealers need to see what's ready to schedule across all their projects in one place

The need Integrators running many projects at once need to see, across their whole portfolio, what work is ready and waiting to be scheduled. Today you can list tasks across all projects and see a calendar of what's already booked, but there's no ...
Dave Kirn about 2 months ago in Project Management 0

Prompt for Associated Subscriptions in Necessary Workflows

When getting prompted to add recommended/option accessories, we'd like to get a prompt to add the associated subscriptions from the accessories. Currently, there's no prompt, and the subscriptions are not brought in with the accessories within the...
Guest 3 months ago in Opportunities & Quotes 0

Projects - Kanban - Notification on status change

As a project manager, I want the assigned resources on a project notified that my project status has changed for visibility.
Bobby Bernarte 10 months ago in Project Management 0

Ability to return a delivered product & keep it staged for the job

After emailing with the user i found out that they are saying that when an item is physically delivered to site but then must be returned to warehouse, they desire to auto-reserve for the project in question when changing the item status from Inst...
Dave Kirn 12 months ago in Inventory / Project Management 0

Show the product's history from the catalog

It would be very helpful to see the history of a certain product. For example, which POs it has been added to, the project that has this product sold on it, the opportunities that has the product quoted, a list of RMA's done on the product etc.
Bethany Dennard 5 months ago in Procurement 2 Researching

Ability to Set Default Country

Add the ability to set a default country that will be used when adding accounts through the various workflows.
Guest 5 months ago in CRM 0 In Progress

Ability to View Quote and Opportunity Files on the Same Page

There are multiple locations in the opportunity where I can attach files, but on the main opportunity page, I cannot see files attached in the quote design or visa versa. I would like to have it possible to upload to one location, but then choose ...
Guest almost 2 years ago in Opportunities & Quotes 0
1 Not supported for the current status

Suppliers on Catalogue Menu not buried in settings

Suppliers and their contacts should be searchable via the Catalogue Menu not buried under the settings.
Guest about 2 months ago in Catalog & Suppliers 0 Planned