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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...
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

Configure Which Products Appear on a Product Section in Proposal

This would allow us to use multiple products sections so we can seperate and group in a more granular level. For example, Audio, Video and Control might be in one section. Lighting control in another.
John Cook 5 months ago in Opportunities & Quotes 0 Under consideration

Accounts: Differentiate billing contact from on-site contact on accounts

When an account has multiple contacts, the platform today only marks one as ‘primary.’ There's no way to designate which contact is the billing contact (where invoices and payment-related emails go) versus the on-site contact (who the technician c...
Dave Kirn 6 months ago in  1 Under consideration

Ability to toggle discontinued items in catalog export.

Currently when you export your catalog, all discontinued items will be exported and shown in the exported list. Can we have an option to enabled/disable them from being included in the export?
Chris D. about 1 year ago in Catalog & Suppliers 1 In Progress

Reporting & Data Export: Comprehensive report engine and bulk data export across modules

Problem Reporting and data export today are uneven across the platform. Some lists support CSV export, others don't. There is no built-in mechanism to construct custom views, build dashboards, or run cross-module reports — so users routinely fall ...
Dave Kirn 6 months ago in  0 Under consideration

Allocate a single cable item across multiple connections with per-connection length

Problem In the Connection View, a single cable line item (for example, a 1000ft Cat6 spool) can only be assigned to one connection. On real projects a single spool typically feeds many connections (e.g., one Cat6 spool runs to 7 different terminat...
Dave Kirn 6 months ago in Engineering Documentation 0 In Progress

Pipeline: Show remaining-to-bill alongside project totals

Problem The pipeline view shows each project's full quoted total, even when the user has already invoiced for a significant portion of the work. Forecasting "what's left to bill next month / next quarter" requires opening every project individuall...
Dave Kirn 6 months ago in  0 Under consideration

Create tasks from Scope of Work

It would be a good idea to possibly transfer the Scope of Work into Tasks without having to copy and paste each individual scope of work as a task. This could be a good baseline to start for tasks.
Guest 3 months ago in Project Management 0 Under consideration

Global Markup button

I would like to manipulate our mark up in one button. Then that button should have a choice if we want that mark up to affect labor rate or not.
Guest 8 months ago in General UI/UX 0 Researching

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 6 months ago in Other/General 0 New

Show more in the package editor.

The Package editor currently displays a limited set of item details, primarily the item name and Billable status. Additional fields such as labor hours, labor types, and pricing are only visible after drilling into each item individually. Being ab...
Jeff Colt 3 months ago in Catalog & Suppliers 0 Under consideration