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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.
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...

All ideas

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

Settings > Systems: Better color palate

Desired: A larger color palate and saved/custom palate for system colors. Saved palate should be shared with wire colors in drawings since wires are likely to be colored based on system colors.
Guest 8 months ago in General UI/UX 0 Under consideration

Settings > Systems: Add columns for easy overview

In settings, the list of systems just shows names. It really should show a table of all the data (name, description, color) so they can be viewed and compared from an overview level instead of clicking into each one and, for example, trying to rem...
Guest 8 months ago in General UI/UX 0 Under consideration

Bigger click/tap area for little arrow for Accessories drop-down

In Quoting, the click/tap area is too small for the little drop-down arrow for accessories. Compare to the checkbox click/tap area. This is more manageable on a computer with a mouse, but on a tablet, the little arrow is hard to tap (and I'm not o...
Guest 8 months ago in General UI/UX 0 Researching

FR - Inventory Last count date

Client wants to add the date on inventory. Show actually how many items / orders the item is actually "on an order" for! Evenbetter Hyper link to those order! when receiving orders, (12k worth of TV's) it did not add it to my stock. (yes the Setti...
Arzoo Singh 10 months ago in Inventory 0 Under consideration

Scan Window Blank

Go to Inventory interface, hover over item then click ellipse and select Map barcode. Expected: would be able to scan or do something Actual: Scan window opens blank [cid:image001.png@01DC23ED.5F9B3220] Go to Catalog->My Products and hover o...
Guest about 1 year ago in Inventory 0 Will not implement

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 24 days 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 3 months ago in Project Management 0 Under consideration

Order in different quantity than you sell

Just like in SI
Guest 4 months ago in Catalog & Suppliers 0 In Progress