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 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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All ideas

    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 9 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

    Job costing: Count logged labor time toward the phase it was sold in

    The need Job costing compares the labor you sold with the labor your team actually worked, phase by phase. The two sides come from different places today. Budgeted hours follow the phase on each labor line in the quote, so Equipment Installation s...
    Guest 3 days ago in Project Management 0 Under consideration

    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 about 1 month 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