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 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...
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

1 Not supported for the current status

Supplier Connection Tag Indicator for Pricing Rule in Export

Subject: Supplier Connection Tag Indicator for Pricing Rule in Export Please add a way to easily identify which products are receiving automatic supplier cost and margin updates versus products that are manually maintained. Right now, the only way...
Guest 4 months ago in Catalog & Suppliers 0 Planned

receive inventory on project page

Warehouse Guy - CHS (Jesus) "Thank you. Also I see that there is a way to receive an item to multiple locations, but do you know if there is a way to mark them as received for a project from the inventory side or is that only on the procurement si...
Brett Berger 9 months ago in Inventory 0

Easy Alternatives/Accessories

Drag and drop one item on the other to sub set it as an alternative or accessory.
Guest 5 months ago in Opportunities & Quotes 0

Supplier pricing from Graybar

Electrical material pricing
Guest 5 months ago in Catalog & Suppliers 1

Sending Project Scheduling dates to Client

Being able to click to send appointment/schedule to client from the project scheduling area would be greatly useful. Instead of exporting appointments/schedules as ICS and importing to our calendar software, it would be amazing to optionally inclu...
Guest about 1 year ago in Project Management 0 Already exists

Allow Items to Be Client Selectable even if Entire System is Client Selectable

Allow items to be configured so that items are still client selectable when put under a client selected system/location. Right now, they are auto selected by selecting the system/location. IE: Audio is system is client selectable, still allow indi...
Guest 5 months ago in Opportunities & Quotes 0

Hyperlink Change Orders to Payment Terms in Invoice

We are able to view the payment terms for an invoice, but sometimes, change orders happen with verbal approval without showing the change. It would be great to have each change order hyperlinked for reference so when an invoice is billed to the cl...
Guest 5 months ago in Accounting/Finance/Payments 2
2 Not supported for the current status

Ability to Combine Multiple Quotes into a Single Proposal & Project

Users like to do separate quotes for larger projects for different system types like A/V; Lighting Control; Network; Shades; Etc. They want the ability to roll these different quotes into a single proposal and into a single project
Dave Kirn 10 months ago in Opportunities & Quotes / Project Management 0 Planned

Service - Edit owner information

As a service manager, I want to be able to edit the owner information so that if I make a mistake I can make the correction without deleting the entire service call.
Bobby Bernarte 10 months ago in Service 0
2 Not supported for the current status

Inventory - Inventory Movement Report

As an inventory manager, I want to printout/email a report of items movement from a date range I define so that the appropriate company users are informed.
Brett Berger 10 months ago in Inventory / Reports 0 Planned