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 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.
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

Calendar: Ability to Block Times

We need the ability to block times on the calendar without tying the calendar hold to a service call or project. Currently you can only block entire days with the "Holiday" feature. We have instances where an employee needs to come in late or leav...
Jason Arnett 12 months ago in Project Management 0 Already exists

First-class subcontractor support across project, time tracking, job costing, and A/P

Problem The platform has no first-class concept of a subcontractor. Today the workaround is using a custom field with the subcontractor's name plus a generic hourly time entry. That misses the parts of the workflow that matter: the cost can only b...
Dave Kirn 4 months ago in Project Management 1

Pricing Rules by Category

Add ability to set up pricing rules based on category.
Guest 5 months ago in Catalog & Suppliers 2

Project Details - All Items - Pending CO Fields

There should be a pending CO column showing what CO and what is being added/removed on the All Items project view. This provides a much more clear view on the project as a whole compared to drilling down into each CO. There should also be the abil...
Guest about 2 months ago in Project Management 0

Better catalog export/import system

It would be very useful if the exported file contained more field such as at least 3 types of labor and at least 4 or 5 field of accessories. Our catalog contain almos 10K sku's and when you have the same modification to make to a couple hundred s...
Guest about 2 months ago in Catalog & Suppliers 2

Multi Site or Multi Office Support

We would like to request native multi-site (multi-office) functionality within a single D-Tools instance. Our organization operates multiple divisions across different geographic regions (e.g., Virginia and Florida) under a shared ownership struct...
Ron Noel 4 months ago in Other/General 0

Auto refresh the kanban view for Service Calls

Can the view auto-refresh, maybe every few minutes, or on any Call update? Currently I need to manually refresh my browser to see where are card has moved.
Guest about 2 months ago in Service 0

Please Add "Tariff Surchage" to PO Totals Box

We need a Tariff Surcharge area added to the "Totals" box on a PO. Include along with the "tax" and shipping" options. Thanks
Guest 6 months ago in Procurement 0 Researching

Ability to Configure if Sub-Locations Display on Proposal

Could look at adding a setting other the sub-location or an overall setting on the proposal that chooses the level to show. Items attached to the sub-location would roll up to the level that is displayed.
John Cook 4 months ago in Opportunities & Quotes 0

Remove white space from interfaces

There are areas with alot of extra white space and removes visability from the details we actually need to interact with. If there was less white space and more items in the list that would be great.
Alex Colt 4 months ago in General UI/UX 0