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.
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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

    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

    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

    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

    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 9 months ago in Opportunities & Quotes 0 Under consideration

    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. 5 months ago in Catalog & Suppliers 0 Planned

    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 5 months ago in Engineering Documentation 0 Planned

    Sub Contractors

    More support for sub contractor business vs employee.
    Tim Conrow 5 months ago in Procurement 0 Under consideration