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

Filter for Contracts

Need the ability to filter by type (Monitoring, Service), ability to filer by staus (Canceled, complete, open) need the ability to archive competed and canceled contracts need the ability to send the recurring patment by link and not juct directly...
Guest 2 months ago in Service 0 Under consideration

Custom Subscription Billing Frequencies

Allow additional Subscription Billing Frequencies (Catalog) for subscriptions. Clients with cloud-hosted systems and SSA's\SMA's have the option for multiple-year licenses. 3yr, 5yr, 10yr. Having the option to select the billing Frequency based on...
David Schulze 4 months ago in Catalog & Suppliers / Opportunities & Quotes 1 Under consideration

Custom fields in Inventory

Every item in inventory can have MAC Address, IP Address, allocated to... I would like to create my own column/field for each item.
Guest 4 months ago in Inventory 1 Under consideration

Work Summary Reports

I would like to be able to download or print off a work summary for service calls performed so the customer is able to read what work was performed during the service call.
Guest 4 months ago in Service 0 Under consideration

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 6 months ago in Procurement 0 Researching

Time Entries - Filter by Unassigned

It would be very helpful to be able to filter by Unassigned Project Phase, Task and Type. This would make reconciling time sheets much easier for admin.
Guest 4 months ago in Project Management 0 Under consideration

Project Page Visual / Site Image

It would be great to have a dedicated area on the Project Page to upload a project/site image. For larger or more visual projects, having a photo alongside the Scope of Work would make the project page feel more complete and give the team immediat...
Braden Hodges 2 months ago in Mobile App / Project Management 0 Under consideration

Tracking the History of Scheduling in Projects per entry

Ability to track schedule entries and changes per projects in the project Activity. Track who scheduled it, when it was scheduled, when it was changed and who changed it. currently Tasks only show in the Activity tab.
Guest 2 months ago in Project Management 0 Under consideration

Ability to include hundredths and thousandths on PO's

Some of our vendors use up to the thousandths spot for their unit costs. Without this ability, the vendor price listed on the invoice issued to us never matches the issued PO.
Guest 7 months ago in Procurement 0 Researching

Allow Editing of the Opportunity Created Date for Accurate Reporting

often salespeople do not enter the opportunity until they start quoting. realistically, the opportunity presented itself some time before that, and that is often when the most lag happens. to rely on the data, we should be able to adjust that date...
Tom Redhead 7 months ago in Opportunities & Quotes 0 Under consideration