D-Tools Cloud Ideas Portal

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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.

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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 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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All ideas

    Ability to View Email Shared for Proposal

    When sharing proposals and customizing the messages to specific clients, it is important to be able to revisit exactly what was said by the sender. Can this be incpororated into proposal history?
    Guest 4 months ago in Opportunities & Quotes 0 Under consideration

    Flexibility on Invoicing Subscriptions - Multiple subscriptions on one invoice, include in project payments

    Currently you are unable to bill multiple subscriptions sold under the same opportunity/project on one invoice. This results in us needing to send 5+ invoices for one install in some cases (camera licensing, access control licensing, alarm licensi...
    Daniel Minarich 6 months ago in Accounting/Finance/Payments 2 Planned

    Mobile - Give field users the ability to copy the calendar feed url

    As a field user, I would like the ability to copy the generated calendar feed URL so that I can subscribe to the URL on my external calendar.
    Bobby Bernarte about 2 months ago in Mobile App 0 Under consideration

    Add Sign Off Signature to Attachments

    When a client signs off on a proposal it would be amazing if they could sign off on attached plans, sketches, specs or other attachments.
    Guest 7 months ago in Opportunities & Quotes 0 Under consideration

    Ability for Customer to Enter PO When Accepting Proposal

    When a client accepts our quote (approval) we need a location for them to add a PO number. The majority of our clients are K-12 schools. They all function off of POs. A PO is our contract / approval to move forward.
    Guest 7 months ago in Opportunities & Quotes 1 In Progress

    Make To Do management robust enough to run cross-departmental workflows

    Integrators are using To Dos in D-Tools Cloud to coordinate work that spans departments — sales, design, engineering, programming, installation, and service all touch the same project and need a way to see, sort, and route the work that's on them....
    Guest 5 months ago in Project Management 1 Under consideration

    Products being included on Invoice

    We would like the capability of being able to select products to invoice instead of using the payment terms that show up on the invoice. I have attached an example of what we used to be able to do when it imports over to quickbooks.
    Guest 7 months ago in Accounting/Finance/Payments 1 In Progress

    Flagging an unpaid account.

    In our old system if an client/account had an outstanding bill the database would flag the account with a Yellow highlighted box with "Invoice Past Due" in it. This was very helpful when scheduling, if the client need service we would request paym...
    Guest 6 months ago in Service 0 Under consideration

    Copy Quote Items to Different Quote

    Currently you can only copy items on a Quote to the current Quote you are on. It would be ideal to be able to copy these to another Quote (similar to how you can copy items on a Change Order to another Change Order). Currently the only way to do s...
    Payton Zimmerer 6 months ago in Opportunities & Quotes 1 Under consideration

    Have Tasks Available in High-Level navigation like ToDos

    Assigned tasks should not be buried under Project-Schedule-Tasks- and then having to apply a filter to see open/new; having them directly accessible in the same manner as assigned ToDos allows for quick view/action.
    Guest 24 days ago in Project Management 0 Under consideration