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

    Automated Tasks creation based off Products

    If you could create a add on feature or built in. people would pay more for this. In the catalog and extra tab on the product that says “Tasks” would help to create tasks on a product. such as. Unifi Wifi 7 Access point Tasks- Pre configuration- C...
    Guest 3 months ago in Catalog & Suppliers / Opportunities & Quotes / Project Management 1 Under consideration

    Include ability for customers to add a billing address on CC payments

    We should provide customers the option to enter or correct their credit card billing address during payment, since we don’t always know the address associated with the card they want to use. This will help reduce errors and declined transactions.
    Dave Kirn 10 months ago in Accounting/Finance/Payments 0 Under consideration

    Need to be able to sort PO's by the order in which the item was added.

    Need to be able to sort PO's by the order in which the item was added. This should be the default option, and the fact that it's not available as an option as all is both hindering, and embarrassing. Getting really frustrated with the lack of inte...
    Guest 7 months ago in Procurement 0 Researching

    Plan icons with click to see image

    Plan-Based Photo Documentation & Clickable Image Markers Feature Idea Allow users to place location markers/icons on a floor plan and attach real-world jobsite photos to those locations, creating a visual documentation system for installation ...
    Dave Kirn 7 months ago in Engineering Documentation 0 Under consideration

    Paid In Full column in Projects View

    I would like to be able to add a new column under “Projects” that shows up to the right of “Completed”. I’d like this column to be titled “Paid In Full”. This way I can easily move a project into that category once I’ve received full payment AND i...
    Guest 4 months ago in Accounting/Finance/Payments 1 Already exists

    Custom fields in Inventory

    Every item in inventory can have MAC Address, IP Address, allocated to... I would like to create my own column/field for each item.
    Guest 4 months ago in Inventory 1 Under consideration

    Email template for all invoicing that allows you to cc a specific email every time an invoice is sent to a customer.

    Being able to create an email template in both the service and projects tab that allows you to have a reply to and send copy to email for every invoice that gets sent to a customer. This is helpful so our accounting team knows when invoices are ge...
    Chase Robinson 4 months ago in Accounting/Finance/Payments 0 Under consideration

    Time Entries - Filter by Billable

    It would be great to be able to filter or sort time entries by Billable and Non-Billable
    Guest 4 months ago in Project Management 0 Under consideration

    Show labor phase in product labor section

    Product labor, when following a cat/subcat rule, would be good to see what phase that labor is in without clicking to edit > edit rule, look, then close. Basically, show the labor phase(s) in the labor section of the product window. A product m...
    Guest 7 months ago in Catalog & Suppliers 0 In Progress

    Add transparency to shapes in Visual Quote

    Shape Transparency & Opacity Controls in Visual Quote Feature Idea Add adjustable transparency/opacity controls for shapes and overlays in Visual Quote so users can highlight areas, coverage zones, and design intent without obscuring the under...
    Guest 7 months ago in Engineering Documentation 0 Planned