D-Tools Cloud Ideas Portal

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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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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

    Product labels for jobs from the PO screen

    Ability to print product labels for items being received, whether for stock or for a job. Job labels could have product info, job and room printed right on the label. A button or drop down option when products on a PO are selected that creates a l...
    Chase Robinson 7 months ago in Procurement 2 Under consideration

    Add Service Plans to Quotes by Default

    Hello. We would appreciate the ability to default to adding service plans to our quotes. It would ensure our clients receive the service plan option and that the sales team adds it to the quote. Service plans give our team members' lives outside o...
    Guest 7 months ago in Opportunities & Quotes 0 Under consideration

    Show more in the package editor.

    The Package editor currently displays a limited set of item details, primarily the item name and Billable status. Additional fields such as labor hours, labor types, and pricing are only visible after drilling into each item individually. Being ab...
    Jeff Colt 3 months ago in Catalog & Suppliers 0 Under consideration

    Inventory adjustments for items sold outside of the Dtools opportunities pathway.

    For inventory adjustments, the only options that one can select are "breakage" "shrinkage" or "internal use" in a drop down menu, with some additional notes... when you want to sell items outside of Dtools opportunities pathway it would be nice to...
    Guest 3 months ago in Inventory / Opportunities & Quotes / Project Management 1 Under consideration

    Make Payment Automation for Service Contracts available for Office to manually set up for the customer

    Currently to set up a payment automation for a service contract you have to send to the customer and they have to set it up manually. I'd like for there to also be an option for the office to do this for them. Quickbooks has this option and there ...
    Jason Arnett 3 months ago in Accounting/Finance/Payments 0 Under consideration

    Will Call Pickup Option

    Need to have Will Call as a shipping method when we submit PO's. Some suppliers have this option and other only have delivery method options. Will call PU must be an option.
    Guest 3 months ago in Procurement 1 Under consideration

    Route Optimization

    Add route optimization that allows users to upload multiple job or installation locations and automatically generate the most efficient route for technicians. This would improve scheduling, reduce drive time and fuel costs, and help teams manage l...
    Faith Lokey 3 months ago in Project Management 0 Under consideration

    Additional stages for projects after completed

    Currently project stages can only be added between New and Completed, and can only be set to the Open status. It would be helpful to be able to add stages outside of these parameters so we can set things like "Handed Off to Service" after project ...
    Guest 3 months ago in Project Management 0 Under consideration

    2way Feedback with Xero

    Get feedback from Xero when invoices are paid / outstanding. Saves accounts staff having to manual update this and techs can keep on top of jobs paid or unpaid
    Guest about 1 year ago in Accounting/Finance/Payments 0 In Progress

    GL Code Field for each Product

    Ability to add GL Codes to Product Imports and or create item
    Guest 7 months ago in Catalog & Suppliers 0 Under consideration