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 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
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.
Share feedback 2

All ideas

    "Pop-Up Notes" Feature

    Project notes can become lengthy, especially when a project spans a year or more. At a previous company, we used a "Pop-Up Note" feature that displayed an important note as soon as the project was opened. On the Notes page, any note designated as ...
    Guest 26 days ago in Other/General 0

    BOM Import and Product Matching

    Users could upload a BOM from tools like Axis Site Designer, Bluebeam, or a spreadsheet, and D-Tools Cloud would automatically match the products to its catalog and create a quote or project. This would reduce manual entry, prevent errors, and spe...
    Faith Lokey 27 days ago in Catalog & Suppliers 0

    Schedule the Sending of Proposals

    I would like to the ability to create a proposal late at night and have it automatically send it to the client the following day at 8am so they're not getting proposals sent to them in the middle of the night.
    Guest 3 months ago in Opportunities & Quotes 0

    Flagging an unpaid account.

    In our old system if an client/account had an outstanding bill the database would flag the account with a Yellow highlighted box with "Invoice Past Due" in it. This was very helpful when scheduling, if the client need service we would request paym...
    Guest 4 months ago in Service 0

    Search projects and opportunities together

    A centralized search would be so helpful for others on the team who don't know whether a project lives in Projects or Opportunities. We regularly are searching in both to look for a given project.
    Adam Armstrong 6 months ago in General UI/UX 0 Researching

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

    a secure place to store client passwords, gate codes etc.
    Guest about 2 years ago in CRM 1

    Service Call Internal Notes

    Can we please make the internal notes section of service calls editable in all statuses of the project. This is where the team can communicate back and forth about the service call and it would be helpful if we could add updated notes regarding pa...
    Guest about 2 months ago in Service 0

    Missing Backlink Mapping for Existing QuickBooks Invoices

    PRODUCT CLOUD CLIENT Gil Stubbs SUMMARY D-Tools lacks ability to link existing QuickBooks invoices, limiting real-world workflow flexibility. This creates tracking gaps when invoices originate outside D-Tools. STEPS TO REPEAT Create invoice dire...
    Guest 5 months ago in Accounting/Finance/Payments 0

    Schedule Service Call Multiple Days

    We have some service calls that take more than 1 day to complete. Right now you can only schedule it for one day. It would be nice to not have to create multiple service calls for the same project.
    Guest almost 2 years ago in Service 0

    Rack elevation

    Rack Elevation Visualization & Rack Layout Planning Feature Idea Add native rack elevation generation and visualization tools that allow users to design, view, organize, and document rack layouts directly inside the platform without requiring ...
    Eric Travis 6 months ago in Engineering Documentation 0 In Progress