D-Tools Cloud Ideas Portal

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Pinned ideas

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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

    Feedback Surveys

    the ability to collect customer feedback surveys after sales or projects are completed would be a great addition. This would help teams to collect and manage feedback from customers to improve their process or work quality, and provide a valuable ...
    Eric Travis 6 months ago in CRM 0

    Change Opportunity to Won on Proposal Acceptance and Deposit

    Would like an option to automatically win a opportunity when a client pays a deposit directly from the link or email
    Guest 9 months ago in Opportunities & Quotes 0

    ability to include attachment when sending a po

    ability to include attachment when sending a po. you are able to attach files in a po why not be able to send them too. helps with non-connected suppliers to include quotes
    Guest 6 months ago in Procurement 0

    Project - Delivering Product and Inventory

    From within the project there needs to be a drop down box to deliver items and a pop up to pull those items from the shelves... Right now we have to go back to the inventory window and look the item up, pull it and send it out.. We cant tell what ...
    Russ Moore 6 months ago in Inventory / Project Management 1
    37
    VOTE
    Not supported for the current status

    Inventory: Add "Delivered – Not Installed" scheduling status

    When scheduling items, users are requesting a distinct status for products that have been delivered to the job site but not yet installed. Add a new item scheduling status such as “Delivered – Not Installed” (or similar clear label). When an i...
    Guest over 1 year ago in Inventory 4 Planned

    Generate PO for Sub-Contractors

    Currently their isn't a clear way to take line items in a quote for a sub contractor and convert those line items to a purchase order. This has made keeping track of sub contractor estimates a hassle. It would be great to be able to add 10 part nu...
    Guest 6 months ago in Procurement 0 Researching

    Activity log for PO's in procurement

    activity log of changes made in a PO. if someone accidentally changes a quantity on a partially received PO line item being able to see what was changed or who changed it would allow for traceability.
    Guest 6 months ago in Procurement 0

    Service call time tracking

    When you go into a service call under work summary to track time, it would be great if you could track what exact dates and times that the techs were there. I would like for it to look more like tracking time for projects
    over 2 years ago in Service 0
    6
    VOTE
    Not supported for the current status

    Scan QR code and update install status

    It would be helpful to scan QR codes and batch update install status from planned, to staged, to picked, to installed.
    Guest 3 months ago in Inventory 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 2 months ago in Service 0