D-Tools Cloud Ideas Portal

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Pinned ideas

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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.
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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...
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All ideas

    Allow a subscription to have a set price and term length

    Some licenses and extended warranties are set term lengths. Not priced per month/year.
    John Cook 4 months ago in Catalog & Suppliers 1
    2
    VOTE
    Not supported for the current status

    Abilty to import time entries into projects for job costing

    Dave Kirn 7 months ago in Project Management 0 Planned
    1
    VOTE
    Not supported for the current status

    Project/Client Equipment Tables

    Every client and/or project should have a detailed equipment table where Serial Numbers, MAC addresses, IP addresses, firmware versions, etc. can be documented for the equipment. These tables would be searchable so that, for example, a recall or c...
    Colton Allred 4 months ago in Catalog & Suppliers / Inventory 0 Planned

    Add the column for item 'Cost' to the service module

    When using the service module, there is not an easy way to see what the cost is on a completed service call. In a project we can see the review and the job costing, in a service call we can not. It would be very beneficial if in a service call, in...
    Guest 4 months ago in Service 0

    Manually arrange items in connnection view

    Manual Connection View Layout & Readability Improvements Feature Idea Allow users to manually arrange items within Connection View to create cleaner, more readable, and presentation-ready system diagrams. Expanded Feature Description Overview ...
    John Cook 4 months ago in Engineering Documentation 0 In Progress
    1
    VOTE
    Not supported for the current status

    Make model always visible in schematic view

    Persistent Model / Part Number Visibility in Schematic View Feature Idea Ensure the device model or part number is always fully visible in Schematic View by improving label formatting, metadata prioritization, and manufacturer display controls. Ex...
    John Cook 4 months ago in Engineering Documentation 0 Planned

    Unmap Vendor Function

    Currently dTools will try to have you create a vendor in the push from dTools Cloud to Quickbooks Desktop in the push. If that is accidently created then it will always try to push to that new vendor in Quickbooks. This creates issues each time yo...
    Guest 4 months ago in Accounting/Finance/Payments 0

    Custom Fields in items in the catalog

    It would be nice to have a few custom fields available for various pieces of data to track. A couple of check boxes and text fields.
    Guest 4 months ago in Catalog & Suppliers 0

    Add labor import and export when importing and exporting products

    Easier to review and update items in a spreadsheet
    John Cook 4 months ago in Catalog & Suppliers 1

    Push Attachments and Notes to QBO when Synced

    It would be extremely helpful to have any packing slips, backup documents, or notes pushed with the PO when it is synced to QBO.
    Bethany Dennard 4 months ago in Procurement 0 Researching