D-Tools Cloud Ideas Portal

We actually read these.

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.

Talk to our Product Managers live: every other Monday, 1:00–2:00 PM ET → https://www.d-tools.com/cloud-product-office-hours

ADD A NEW IDEA

Pinned ideas

View all
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...
Share feedback 0
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...
Share feedback 0

All ideas

    Allow Adjustments to be Tied to Certain Phases, Systems, etc...

    Make adjustments only apply to certain phase, system etc and make it able to add to the individual products instead of a bottom line item (Work like SI) This makes the adjustment more relavant to the project and makes it so you don't have to expla...
    John Cook 6 months ago in Opportunities & Quotes 0
    1
    VOTE
    Not supported for the current status

    Direct QuickBooks Link from Account Page

    Add a clickable QuickBooks account link on the Details Cloud Account page When a DTC account is linked to QuickBooks, please add the ability to click the QuickBooks icon or the displayed QuickBooks account name at the top of the Account page to op...
    Matt Cwiokowski 13 days ago in CRM 0 Planned

    QBO: Link Invoices to Source Estimates

    When D-Tools pushes both an estimate and an invoice for the same project to QuickBooks Online, link them via QBO's native LinkedTxn field — the same way QBO links them when a user converts an estimate to an invoice inside QBO's own UI. Today the Q...
    Dave Kirn 4 months ago in Accounting/Finance/Payments 0

    Define Contact Roles at the CRM, Opportunity, and Project Level

    Ability to configure the role a contact plays at the CRM, Opportunity, and Project level. This will allow you to define who is the GC, designer, etc... Should also consider if this should be broken off from contacts into its own space (example - p...
    John Cook 5 months ago in CRM 0
    6
    VOTE
    Not supported for the current status

    Filter by Reserved

    It would be nice to be able to filter by Reserved to make cleaning up reservations easier to identify unreserved items.
    Guest 2 months ago in Inventory 1 Planned

    Scheduling > Add tasks - Select all by phase

    When in the global calendar doing scheduling, And adding tasks - I can Select All but it selects all tasks attached to the project. I would like to be able to tick all tasks in a phase rather than selecting the 10 or 20 tasks that belong to that p...
    Michael Whalen about 1 month ago in Project Management 0

    Bulk Task Duplication

    Right now, it is possible to duplicate a single task, but it would be nice if "Duplicate Tasks" was also available on the bulk actions menu. In addition, the ability to duplicate an entire task group would also be helpful. Use case: We're doing 40...
    Guest 6 months ago in Project Management 1

    Add team members as resources when creating an event in the mobile app

    The problem When you create an event or meeting in the app you can add clients and other contacts, but not your own team members as resources. The people who actually need to be there end up unattached to the event and do not get notified, so the ...
    Dave Kirn 13 days ago in Mobile App 0

    Create a project from an accepted opportunity in the mobile app

    The problem Once an opportunity is accepted, an admin or project manager working from the app has no way to turn it into a project. That means the work cannot be scheduled until someone is back at a computer, which delays getting technicians onto ...
    Dave Kirn 13 days ago in Mobile App 0
    1
    VOTE
    Not supported for the current status

    Increase Character Limit in Terms and Conditions

    The character limit to the current terms and conditions is 10k. The work around to get more characters is to add a paragraph (name it terms and conditions) and then paste into the paragraph (which has an 80K character limit). However, with this wo...
    Tommy Lee 13 days ago in Opportunities & Quotes 0 Planned