Project Management

It would be nice for PM's to be able to check a box on items that facilitates sending them a notification when an item is marked received.

Would be great to be able to create a true time and materials project, hold said project open and add to it products used and onsite time. We often have projects that clients don't need to see a formal quote and just need to work done. These small...

Minimizes internal confusions by not having duplicate numbers but still being able to differentiate between internal and external.

Description:Currently, notes can only be added at the project level under "Overview > Notes" tab. This requires referencing change orders indirectly and doesn't provide dedicated space for CO-specific communication. Requested Feature:Add the ab...

The ability to add custom external costs (Lodging, Transport, Meals, etc) to a project and then print/export a PDF report upon project close. This would be very useful for small teams to have accurate reporting of each project and determine P/L of...

Frequently, part of our jobs includes monthly invoicing for hourly labor. Currently, there is no way to bill for hourly labor based on employee time entered within D Tools. The solution for now is to export the time entries and create an invoice o...

Integrators are using To Dos in D-Tools Cloud to coordinate work that spans departments — sales, design, engineering, programming, installation, and service all touch the same project and need a way to see, sort, and route the work that's on them....

Right now, it is possible to duplicate a single task, but it would be nice if "Duplicate Tasks" was also available on the bulk actions menu. In addition, the ability to duplicate an entire task group would also be helpful. Use case: We're doing 40...

The need Every project carries recurring back-office work — set up the client in accounting, kick off billing, create the security account — that isn't field work and doesn't belong on the installers' project plan. Teams want a fast way to drop a ...

The need Integrators running many projects at once need to see, across their whole portfolio, what work is ready and waiting to be scheduled. Today you can list tasks across all projects and see a calendar of what's already booked, but there's no ...