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 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...
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

    Allow the addition of subscriptions to projects after they've been approved. Or allow subscription creation without a project.

    I don't like being forced to create a project just to have an subscription created to track for monitoring invoices. There are many subscriptions we brought over then we started using D-Tools Cloud from SI that I now need to create. Also, I can't ...
    Guest 17 days ago in Service 0 Under consideration

    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 5 In Progress

    Need the ability to find the PO # for item that has been removed via a change order

    Need the ability to find the PO # for item that has been removed via a change order. Currently once a item is removed from project, it is removed from item status and can not find the PO # it was associated with which makes needs to be referenced ...
    Guest about 2 months ago in Project Management 0 Under consideration

    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 Under consideration

    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 8 months ago in Procurement 1 Under consideration

    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 7 months ago in Inventory / Project Management 1 Under consideration

    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 5 months ago in  0 Under consideration

    Allow Subscriptions to be added to a service call

    If my techs are at a clients home and they ask for a subscription we need to be able to add that amount to the service call so it can be billed and paid on the spot.
    Guest 3 months ago in Service 0 Under consideration

    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 7 months ago in Procurement 1 Researching

    Import Export Subscriptions and Service Plans

    Import and Export Subscriptions and Service Plans. We need this ability to change the subscriptions descriptions, cost and options. or create a column in the "My Products" Catalog to do so since you are able to convert a product to a subscription.
    Guest 6 months ago in Service 0 Researching