D-Tools Cloud Ideas Portal

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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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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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All ideas

    QBO: Location-Based Tax Reconciliation with Avalara

    Fix the architectural mismatch between D-Tools Cloud's Avalara-based location tax calculation and QuickBooks Online's independent tax engine. Today, location-based tax amounts calculated by Avalara in D-Tools don't reliably appear correctly on QBO...
    Dave Kirn 4 months ago in Accounting/Finance/Payments 0

    Field User Task Creation

    As our field users begin using D-tools more, it has come to our attention that there should be task creation capabilities for field users, or potentially a new 'Lead Field User' group. It's often the case that our field users understand the projec...
    Guest over 2 years ago in Mobile App 0

    Easier way to know if a proposal has been paid or accepted

    Maybe we could add a column indicating whether the account has been paid or not, and another column showing whether the proposal has been accepted or not.
    Guest about 2 months ago in Accounting/Finance/Payments 0

    Restrict labor type selection per technician

    The ask Ability to restrict which labor types each tech sees when clocking time, so they pick from a curated short list (3-5 options) relevant to their role rather than the full tenant catalog (which can be 50+ entries in a mature shop). The probl...
    Dave Kirn 4 months ago in  0
    35
    VOTE
    Not supported for the current status

    Outlook and Teams integration

    Would be great if I could add meetings to the schedule and generate a teams meeting link or have it sync to my outlook for teams rather than having to do everything twice.
    Guest almost 2 years ago in Project Management 0 Planned

    Add Notes/Comments to Quote Items for Display on Proposals (External) and Projects (Internal)

    It would be great to add both internal and/or external notes to individual line items. For example as an internal note; 'camera location to be confirmed on site' or '4x rows of 3 speakers, zoned for voice lift'. Or even during quoting 'Check compa...
    Guest over 1 year ago in Opportunities & Quotes 0

    Need component IDs on all items

    Component ID System for Device Identification & Connection View Clarity Feature Idea Introduce persistent and visible Component IDs for all devices and infrastructure items across the platform, with a primary focus on improving readability and...
    John Cook 4 months ago in Engineering Documentation 0 In Progress

    Page Breaks on Proposal PDF

    For the proposal PDF download, you can configure no page breaks or page breaks after each section. Add in flexibility to manually insert in page breaks and/or configure sections so that they are not split between two pages if possible.
    Guest 9 months ago in Opportunities & Quotes 0

    Public Facing webform for service request & opportunities

    offer a emedded web form functionality so that we can have webtraffic fill out a contact form or schedule a service request. this would then push into the CRM or service sections natively
    Guest almost 2 years ago in CRM / Service 0

    Splitting Quantity of Items

    We would like to be able to split an item up under the Items page. Like if we have 4 of the same item needed for a project but we only need to order 2 because we have 2 in stock, we'd like to be able to allocate 2 as "In Stock" and 2 as "Ready to ...
    Guest about 2 years ago in Inventory 0 Researching