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 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
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.
Share feedback 2

All ideas

    Hide individual items from the proposal while keeping them in the quote

    Right now, proposals show all items in a project, including internal or installation-related items that are required for the project but not necessary for the client to review or approve. This can make proposals cluttered and harder for clients to...
    Matt Cwiokowski 14 days ago in Opportunities & Quotes 0 Under consideration

    Need a built‑in total for all milestones across all projects.

    Need a built‑in total for all milestones across projects on top of billing page included in the summary of what is pending due. We need this for showing sales numbers for the year.
    Christina Adcock 22 days ago in Accounting/Finance/Payments 0 Under consideration

    Jobsite photo documentation — capture, organize, and review project photos in one place

    The problem Photos are how field teams prove what happened on a job: pre-existing damage, cable runs before drywall, rack builds, completed installs, and problems that need a decision from the office. Today the app lets you attach files to a proje...
    Dave Kirn about 2 months ago in Mobile App 2 Under consideration

    Ability to Invoice for Hourly Labor based on Time Entries

    Frequently, part of our jobs includes monthly invoicing for hourly labor. Currently, there is no way to bill for hourly labor based on employee time entered within D Tools. The solution for now is to export the time entries and create an invoice o...
    Amanda Ramsey 5 months ago in Project Management 2 Under consideration

    Per Project Report

    The ability to add custom external costs (Lodging, Transport, Meals, etc) to a project and then print/export a PDF report upon project close. This would be very useful for small teams to have accurate reporting of each project and determine P/L of...
    Eric Travis 7 months ago in Project Management 1 Researching

    Push approved change order work into the project plan and field tasks

    Approved change order work does not reach the field plan When a change order is approved, its products and labor become part of the project. What does not happen is any connection to the work plan the field crew actually follows. The approved item...
    Guest about 2 months ago in Project Management 0 Under consideration

    Add Internal Notes Feature to Individual Change Orders

    Description:Currently, notes can only be added at the project level under "Overview > Notes" tab. This requires referencing change orders indirectly and doesn't provide dedicated space for CO-specific communication. Requested Feature:Add the ab...
    Guest 7 months ago in Project Management 0 Under consideration

    Pin Notes

    Be able to pin notes to keep certain ones at the top. This way they can be better found if used for reference information.
    John Cook 8 months ago in General UI/UX 0 Planned

    Track Hardware Within Project Without Adding To Inventory Ledger

    This feature would primarily be useful for tracking highly customized product. For example Lutron products. Lutron keypads & shades come in all different colors, sizes, finishes, etc, and so it's unintuitive to add the product to inventory and...
    Waylon Morey about 1 month ago in Catalog & Suppliers / Opportunities & Quotes / Project Management 1 Under consideration

    Ability to Categorize Documents/Files to Improve Searching, Displaying, and Viewing

    The "Files" section for projects is great, but our guys are struggling to sort the files on large projects where there are many files. Adding a simple folder structure would help organize project files so you can find what you are looking for much...
    Guest 7 months ago in Other/General 0 Under consideration