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 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

    Set fulfillment location as default shipping location on POs for a project

    Request from Anthony DiMicco @ Innovative which notes: "Have you ever thought about having the fulfillment location when creating projects also dictate the default shipping location for that project when making POs." Some context from Brett B arou...
    Dave Kirn about 1 year ago in Procurement 0 Researching

    Service calls need a documented client authorization trail, from request to payment

    The need For many service companies, a service call is a business transaction like any project. The client asks for work, authorizes it, the work is done, and the client owes for it. Today a service call only captures the client's signature when t...
    Guest 1 day ago in Service 0 Under consideration

    Service scheduling forces a time-based day when many shops plan by call count

    The need Service scheduling in D-Tools Cloud is built around clock time. You define operating hours, and the day is divided into fixed-length blocks that service calls drop into. That works well if your dispatchers think in appointment times. Some...
    Dave Kirn 2 months ago in Project Management 0 Under consideration

    Order in different quantity than you sell

    Just like in SI
    Guest 3 months ago in Catalog & Suppliers 0 In Progress