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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...
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.

All ideas

Bill To address under company profile

Can we add a company "bill to" address, separate from our company "office" address, under the company profile. So we can choose the "bill to" address when creating invoices.
Guest 4 months ago in Procurement 1 Under consideration

PO Level add Status

Ability to add/change status to the PO level. Really would like to be able to customize the PO level status.
Tim Conrow 4 months ago in Procurement 1 Under consideration

FR - Customizable Appointment Service Window Duration

Client requested for 15 mins service window for appointment. Currently, there is 1 hr for the window client want there is a customization in window so, that he can select 1h 15m or 15m. Requested Enhancement Introduce a configurable service window...
Arzoo Singh 9 months ago in Service 0 Planned

Feedback Regarding Updated Service Call Scheduling System

Hello, I am not sure if this is the best place to communicate this type of feedback - if you could please pass this along to the correct place? I just wanted to provide my user feedback that the updated way to schedule service calls is very inconv...
Arzoo Singh 9 months ago in Service 0 Planned

UOM settings similar to how it was in SI - PO's then consolidate total quantities.

It would be nice to have the same SI feature to set UOM for ordering. When a PO is made, UOM set to 1000 ft for example, and there are 10 100ft runs on the project, that wire will show up as one spool of 1000ft on the PO.
Guest 5 months ago in Procurement 0 Under consideration

Paid In Full column in Projects View

I would like to be able to add a new column under “Projects” that shows up to the right of “Completed”. I’d like this column to be titled “Paid In Full”. This way I can easily move a project into that category once I’ve received full payment AND i...
Guest 5 months ago in Accounting/Finance/Payments 1 Already exists

Ability to Update Catalog Labor from Quote

There is a feature that currently allows you to push unit price, cost, etc... from the quote item to the catalog in certain situations. Is there a way to have something similar on labor?
Arzoo Singh 9 months ago in Opportunities & Quotes 0 Under consideration

Time Entries - Filter by Billable

It would be great to be able to filter or sort time entries by Billable and Non-Billable
Guest 5 months ago in Project Management 0 Under consideration

In Visual quoting when you add 1 pair of speakers it should bring in 2 seperate icons.

I have a product setup with pair pricing from the vendor. When I add this 1 pair to a quote when in the visual quoting system it should add 2 speaker icons. The chat bot says this is based on the default qty but it should solely rley on the Sell U...
Chase Robinson 5 months ago in Engineering Documentation 0 Planned

Turn off all D-Tools announcements and notifications

I would argue that zero people want to be hit with a full-page splash screen about upcoming features, bugs-in-the-making, or promos for D-Tools when they log into the site. There should be an option to disable any pop-up ads when logging in.
Guest 5 months ago in Other/General 0 Under consideration