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 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...
Share feedback 0
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...
Share feedback 0

All ideas

    Job-costing manual override for ad-hoc expenses (permits, parking, rentals, channel-partner cuts, tariffs)

    Problem Job costing today reflects products and labor hours. It does not have a place for the ad-hoc expenses that show up on real projects: permit fees, parking, rentals, equipment-replacement on the job site, tariffs, shipping and handling actua...
    Dave Kirn 4 months ago in Accounting/Finance/Payments / Project Management 0

    Sales pipeline reporting with period-self-consistent counts and dollar values per stage

    Problem The pipeline summary today shows opportunity counts at each stage (created, presented, signed) without showing whether the numbers refer to the same set of opportunities, and without surfacing the dollar value at each stage. Sales leadersh...
    Dave Kirn 4 months ago in Opportunities & Quotes 0

    True bidirectional HubSpot integration (deals, contacts, status, dollar values)

    Problem The HubSpot integration today is — at best — a one-way push, and even that is unreliable in practice. For shops running HubSpot as their primary CRM, the missing bidirectional sync means every deal lives in two systems, and salespeople end...
    Dave Kirn 4 months ago in CRM 0

    High-level financial reporting roll-up (money in/out, A/P and A/R aging, project cost breakdown)

    Problem Financial reporting in the platform stops at the pipeline view (open opportunities, what's been closed). There is no high-level financial roll-up tab that shows the actual money picture across projects: cash in vs. cash out for a period, a...
    Dave Kirn 4 months ago in Reports 0
    1
    VOTE
    Not supported for the current status

    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 4 months ago in Engineering Documentation 0 Planned

    Accounts: New owner at an existing address can inherit prior project history

    Problem When the homeowner at a property already on file changes (e.g., the house sells), the integrator's only path is to create a new client record from scratch. That cleanly disconnects the new owner from all the project, system, and service hi...
    Dave Kirn 4 months ago in  0

    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 4 months ago in  0

    Accounts: Add salutation/prefix field on individual contacts (Mr., Mrs., Dr., etc.)

    Problem Individual contact records carry first name, last name, job title, and company — but no salutation or honorific (Mr., Mrs., Dr., Prof., etc.). For customer-facing communications (proposals, invoices, service notifications), the convention ...
    Dave Kirn 4 months ago in  0

    Accounts: Warn on duplicate name or address when creating an account

    Sales teams growing past a few thousand active accounts routinely create duplicates because there's no inline warning at creation time. Today the platform exact-matches on submit and surfaces a post-submit dialog, plus an as-you-type substring sug...
    Dave Kirn 4 months ago in  0

    Time entries CSV export — sort and grouping options for review and billing

    This idea is distinct from DTC-I-691 (Configurable CSV export profiles). That idea covers column layout and payroll-platform-specific column mapping. This idea is only about row sort and grouping — how the rows are ordered within whichever columns...
    Dave Kirn 4 months ago in  0