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D-Tools Cloud Ideas Portal

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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.
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...

All ideas

Delay the pop-up bubbles showing full text

PLEASE delay the pop-up action by 2 sec. It's normal/expected to delay. The little pop-up bubbles appear immediately when moving the mouse cursor over/across items (products for example). This gets in the way of navigating and clicking things like...
Guest 7 months ago in General UI/UX 0 Researching

FR - Customizable Appointment Service Window Duration

Client requested for 15 mins service window for appointment. Currently, there is 1 hr for the window client want there is a customization in window so, that he can select 1h 15m or 15m. Requested Enhancement Introduce a configurable service window...
Arzoo Singh 8 months ago in Service 0 Planned

Feedback Regarding Updated Service Call Scheduling System

Hello, I am not sure if this is the best place to communicate this type of feedback - if you could please pass this along to the correct place? I just wanted to provide my user feedback that the updated way to schedule service calls is very inconv...
Arzoo Singh 8 months ago in Service 0 Planned

In Visual quoting when you add 1 pair of speakers it should bring in 2 seperate icons.

I have a product setup with pair pricing from the vendor. When I add this 1 pair to a quote when in the visual quoting system it should add 2 speaker icons. The chat bot says this is based on the default qty but it should solely rley on the Sell U...
Chase Robinson 4 months ago in Engineering Documentation 0 Planned

Turn off all D-Tools announcements and notifications

I would argue that zero people want to be hit with a full-page splash screen about upcoming features, bugs-in-the-making, or promos for D-Tools when they log into the site. There should be an option to disable any pop-up ads when logging in.
Guest 4 months ago in Other/General 0 Under consideration

UI Category Label Catalog for package

UI Category Label Catalog while creating packages, the category is on top, need a label there before the category name and a down trianlge on the right side of category name so the users know that is a dropdown filed for editing categroy of the pa...
Sandeep P. 4 months ago in Catalog & Suppliers 0 Planned

Ability to Update Catalog Labor from Quote

There is a feature that currently allows you to push unit price, cost, etc... from the quote item to the catalog in certain situations. Is there a way to have something similar on labor?
Arzoo Singh 8 months ago in Opportunities & Quotes 0 Under consideration

Improved Trackpad Navigation and Canvas Panning for Visual Design

I don't always have a mouse, or a good place to use a mouse, i need to navigate my visual drawings onsite with ease. right clicking the track pad and moving the canvas view only works when your able to right click directly on the canvas, once zoom...
Guest 4 months ago in Engineering Documentation 0 Planned

Printing Saving options

I would like the ability to save/ Print all discussions/ recommendations from the help Bot. In addition, Why are we unable to print or save the individual meta data from the deposits or transactions section of DT payments? This would be ideal for ...
Jeb Grote 5 months ago in Accounting/Finance/Payments 0 Under consideration

Option to Automatically Map Adjustments

We would like to have the option to automatically map adjustments to a line item in QBO the same way we can map products. For example, we have a state-mandated retail delivery fee that we set up as an adjustment to be automatically applied to ever...
Guest 5 months ago in Accounting/Finance/Payments 0 Under consideration