D-Tools Cloud Ideas Portal

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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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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

    Can you add a client completion goal date to opportunity details?

    This way the project manager can see the goal date when this becomes a project.
    Guest 3 months ago in Opportunities & Quotes 0 New

    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 5 months ago in Opportunities & Quotes 0 Under consideration

    Usage Reports by Catalog Item

    In SI, you can run a usage report by SO, PO or Project per catalog item. This is big when updating technologies in the catalog.
    Jimmy Logsdon 3 months ago in Catalog & Suppliers 0 Under consideration

    Service Call/Invoice Level Discount

    Our support plans include tier-based percentage discounts on both equipment and labor. Since we always bill actual time for service calls (and because frankly it would take too long with the volume of service calls we perform) we don't create quot...
    Guest about 2 months ago in Service 0 Under consideration

    Need a report for Tasks Completed and Overdue

    I know so far Reporting is limited to the Opportunities side of the product, but I need to be able to quickly evaluate our operational people. We use Tasks Extensively in Projects, and I need reports of how many Tasks a given person (resource) com...
    Guest 3 months ago in Reports 0 Under consideration

    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 about 2 months ago in Mobile App 0 Under consideration

    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 about 2 years ago in Service 0 Under consideration

    Filter resource picker by user role when assigning project resources

    When assigning resources to a project (for example, selecting a Project Manager), the resource list currently shows all users in the account, including technicians and other roles. This makes it harder to quickly find the correct role.It would be ...
    Matt Cwiokowski about 1 month ago in Project Management 0 Under consideration

    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 6 months ago in Accounting/Finance/Payments 0 Under consideration

    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 7 months ago in Engineering Documentation 1 In Progress