D-Tools Cloud Ideas Portal

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Pinned ideas

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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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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...
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All ideas

    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 6 months ago in Engineering Documentation 0 In Progress

    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 6 months ago in Accounting/Finance/Payments 0 Under consideration

    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 12 months ago in Service 0 Under consideration

    Add labor import and export when importing and exporting products

    Easier to review and update items in a spreadsheet
    John Cook 6 months ago in Catalog & Suppliers 1 Under consideration

    Projects - Project Setup - DTC payments suggestion

    As D-Tools product manager, I want to be able to suggest DTC payments if they are not using DTC payments so that I see growth in DTC payments integrations.
    Bobby Bernarte 12 months ago in Project Management 0 Under consideration

    Projects - Change Order - *Plus applicable taxes show on PDF

    As a project manager, I want my change order pdfs to show a note that says plus applicable taxes so my customers understand taxes have not been added yet.
    Bobby Bernarte 12 months ago in Project Management 0 Under consideration

    add "Assemblies" - similar to Packages

    I think you should make a variation of packages for "assemblies". I think it is the correct term (as already used in manufacturing) to do what we are looking to do much of the time when wanting a package to be an accessory. If you can think of gro...
    Tom Redhead 6 months ago in Catalog & Suppliers 1 Under consideration

    Projects - Internal Change Order - Approval Workflow

    As an executive, I want the accept workflow from external change orders to apply to internal change orders. (Permissions or automated task)
    Bobby Bernarte 12 months ago in Project Management 0 Already exists

    Projects - Files - Folders

    As a project manager, I want to be able to store my files in different folders (ex. Project, Cost-related) so that it is easy to find/share files within a project.
    Bobby Bernarte 12 months ago in Project Management 0 Planned

    Ability to Hide Government Contractors Show Item Cost Toggle on Proposals

    It is too easy to enable by accident
    Guest 6 months ago in Opportunities & Quotes 0 Under consideration