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D-Tools Cloud Ideas Portal

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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.
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

Inventory - Inventory Movement Report

As an inventory manager, I want to printout/email a report of items movement from a date range I define so that the appropriate company users are informed.
Brett Berger 12 months ago in Inventory / Reports 1 Planned

wire package names should be able to be scheduled or added to task

we sell prewire by wire packages- TV prewire, Door station prewire. these names disappear in the project when it comes time to schedule. all individual wires show up by lengths which is useless to a room that has multiple prewire packages. EXAMPLE...
Guest about 2 months ago in Project Management 0 Under consideration

App should have contact list

All Contacts and Accounts should be accessible from the apps
Guest 6 months ago in Mobile App 0 Under consideration

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 12 months ago in Project Management 0 Under consideration

Need a field for custom quote numbers for items like shades that populates on the PO

Some items like shades, light fixtures, screens, etc don't have actual SKUs from suppliers. They are custom quoted each time. Adding a field that can be ediitted in the project allows that information to be passed on to the purchasing manager
John Cook 8 months ago in Procurement 0 Under consideration

MAP Pricing

Could it be posible to add a "MAP" field in the Catalog items? We have OurPrice, MSRP & Cost. Having a MAP field would be very helpful
Guest 4 months ago in Catalog & Suppliers 2 Will not implement

Display Number with Location Name in Add Quote Item Process

When adding products/packages/labor to specific rooms, the checklist in the right-side pane where you enter quantities per room should include the room numbers for differentiation. Probably other locations in Cloud, where room names are used, shou...
Guest 8 months ago in Opportunities & Quotes 0 Under consideration

Statements

I need an easy - statement that i can send to my accounts. COME On Dtools - you make nothing easy
Guest 8 months ago in Accounting/Finance/Payments 3 Researching

the ability to scroll left and right in safari.

I use Safari. I don't have a touch pad, I use a mouse. there is no bar at the bottom to move the screen from left to right, although there is more on the left and right not within the viewable page.
Guest 8 months ago in General UI/UX 2 Researching

Add a last quarter search tab in Invoices

To get a last quarter summary for sales taxes, total sales, etc.
Guest 6 months ago in Accounting/Finance/Payments 0 Under consideration