Feature Requests

a way for the client to login and see all their change orders, payments made, payments due etc. And also the status of their service contract, when hardware warranties expire, etc.

I’d like to be able to add project specific notes to individual items. This could be client facing or project notes for techs.

There should be a way to see how much profit we are projected to make on a project. This is a MUST HAVE for managing projects at the design phase.

In D-tools Cloud it has proven to be difficult for all of my team members to remember to change the sales tax for the each opportunity based on the project location. I've found multiple times now that this has been sent to customers with the default sales tax. PLEASE MAKE IT EASIER TO FIND as well as make it a REQUIRES field when creating an opportunity. Thank you.

I’ll preface by saying I’m very impressed by most of what I see in D-Tools Cloud. That said, I believe D-Tools should be burning the midnight oil to fast track two features above all else. The ability to present multiple alternatives without screwing up the proposal totals (roadmapped), and a massive improvement of the fit and finish of proposals. Please stop adding other features and first make the core functionality outstanding. I realize there is a highly voted request for proposal customization, but I'm starting a new request here because my focus is on improving what's out of the box first. I literally had the managing director for our largest Client refuse to present a D-Tools proposal to him the other day because it was so confusing and poorly laid out compared to our manually done proposals. His complaints were spot on and rather than attempt to explain them I’m attaching examples in attached screenshots. Our job as integrators is supposed to be to make technology easy to operate for our client. If they can’t even follow a proposal, that does not bode well for what we're telling them we're going to do.

The techs should be able to clock into any project they are a resource, without having a specific task.

They ability to track sales commission

I'm sure this is listed multiple times... but it gets frustrating having to retype search criteria over & over to find desired PO... Please help! If there is another solution... please advise. Thanks!