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

    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 4 months ago in Inventory 1 In Progress

    Send Fully Executed Agreement to Customer after Acceptance

    Once a client Accepts and Signs an opportunity, we want there to be an auto response sending them a fully executed Agreement with our signature on it, rather than converting the accepted quote to a PDF and then signing and sending it to them separ...
    Guest 4 months ago in Opportunities & Quotes 0 Under consideration

    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 7 months ago in Opportunities & Quotes 0 Under consideration

    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 7 months ago in Project Management 1 Under consideration

    Basic Service Project

    Create the ability to run basic Time + Materials service calls (projects) with no quote or proposal required. This will allow for scheduling resources, capturing notes and pictures, and billing without prior approval. This would be customers who j...
    Guest 5 months ago in Service 1 Under consideration

    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 7 months ago in CRM 0 Under consideration

    Convert a Change Order to an Opportunity

    Here is an example we are dealing with : We have a completed project with a good customer of ours, by completed, the work is complete, the payment is complete. The only thing is pending change order that is not yet accepted. Since we deal with the...
    Guest 6 months ago in Opportunities & Quotes 0 Under consideration

    a place to add wiring sheet

    we add numbers to all our wire. it would be nice if we could input the wiring sheet so it can be easy accessible for techs during a service call.
    Guest about 2 months ago in Project Management 0 Planned

    Subscription editing and addition without opportunity

    Currently, the only way to add a subscription is through an opportunity. Throughout the life cycle of a client, subscriptions can change. Example - Client has 10 cloud-hosted doors or cameras. Adds or removes a door or camera. It is not possible t...
    David Schulze 4 months ago in Service 0 Under consideration

    Ability to Store Client Passwords, Gate Codes, Etc...

    a secure place to store client passwords, gate codes etc.
    Guest over 2 years ago in CRM 2 Under consideration