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 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

    When looking at the Visual Quoting section and opening files, the name of the file should be visible.

    Named Drawing Visibility & Identification in Visual Quoting Feature Idea Display the actual file or drawing name prominently within the Visual Quoting interface so users can clearly distinguish between multiple drawings of the same type. Expan...
    John Cook 7 months ago in Engineering Documentation 0 Already exists

    Notifications when Job parts are recieved

    Would be great to receive a notification for anytime the warehouse team receives a part or parts that are allocated for a job so the PM team can schedule it without having to be so in-tune with the warehouse team
    Guest 7 months ago in Inventory 0 Under consideration

    WAV (Isp Supplies)

    Please add WAV to the available pricing selection.
    Guest 7 months ago in Catalog & Suppliers 2 Will not implement

    Add feature to turn on all drawings visible to technicians with one button/option

    Bulk Technician Drawing Visibility Management Feature Idea Add a global visibility control that allows users to instantly make all drawings visible to field technicians with a single action, eliminating the need to manually enable visibility on ea...
    Guest 8 months ago in Engineering Documentation 0 Under consideration

    Color code service schedule options

    Options to color code service schedule by resource or phase instead of by project type (service vs project)
    Dave Kirn about 1 year ago in Project Management 0 Under consideration

    Ability to Upload PDF for PO or Invoice and Have it Generate in D-Tools

    We would like to have the ability to Upload PDF for PO or Invoice and Have it Generate in D-Tools. Let me export a invoice receipt and upload it to a PO in D-Tools, D-Tools would then extrapolate data from the PDF PO and generate a PO for us insid...
    Guest 8 months ago in Procurement 0 Researching

    Order Cable by Lengths sold in project

    Cable is quoted by specified lengths set in projects. However, when adding the cable to a Purchase Order these lengths are not converted to total length for ordering. We are having to review project items line by line for cable and then inspect ea...
    Guest 8 months ago in Procurement 0 Under consideration

    Seperate Parts Category

    I'm sure many of your customers are working with Vital. They recommend categorizing your proposals and all items into three categories: Products, Labor, and Parts, for benchmarking purposes. The parts category includes things like Cables, Consumab...
    Guest over 1 year ago in Catalog & Suppliers 1 Under consideration

    Item Color Option (drop down)

    Being able to have 1 item in my dtools catalogue and then be able to select a color from a drop down instead of the alternative of have 15 versions of each item that has color options
    Guest 8 months ago in Catalog & Suppliers 1 Under consideration

    Fix date selection in Time Entry

    Why does time entry date pop-up have From & To dates? You can't span across midnight. Time entries are same day and it’s easy to forget to click the “Done” button to save the change when entering time for a previous day (which can often happen...
    Guest 8 months ago in Project Management 0 Researching