Integrations

https://companycam.com/ Integrate Job Site Photos into Projects

An email integration that allows me to store the history of my email conversations with my customer.

We keep a clients folder on Microsoft 365 via SharePoint. Having access to that via D-Tools cloud would be amazing

Automate projects being pushed into quickbooks as estimates when a quote is accepted and the opportunity is won.

It would be amazing and wonderful if we can ask chat GPT to generate system descriptions or to have it as a personal assistant that can answer questions related to your projects such as: did Anderson’s house have an 85” tv? O maybe to even design in base of our preferences, like: I’m the living room a wall mounted 85” with wireless soundbar and surround speakers no subwoofer and it would be able to create the BOM with the regular tv arm mounts that we use, a Sonos soundbar and then ask if the speakers would be in ceiling, surface mounted or in wall and make decisions

Dear D-Tools Cloud Team, I’m writing to request that you consider integrating AI into your platform to help users design new systems. Specifically, I believe that AI could be used to generate systems based on the user’s inventory and brand preferences, as well as create wiring diagrams for AV systems. With AI-powered design tools, users could input their inventory and brand preferences and receive intelligent recommendations for system components and configurations. This would save time and effort while also ensuring that the resulting system is optimized for performance and efficiency. In addition, AI-powered design tools could automatically generate wiring diagrams for AV systems based on the user’s input. This would further streamline the design process and ensure that the resulting system is accurate and optimized for performance. Many platforms are rapidly integrating OPEN AI standards to help with productivity and this could be a real boost for AV design. I hope that you will consider this request and look forward to seeing what you come up with. Sincerely, Will Cass, NZ

Need to be able to map sales tax to QBO sales tax items instead of defaulting to "based on location" (which isn't always applicable or accurate).

need a way to merge clients that were created as a duplicate accidentally, and a way to move service calls and opportunities from one client to another. if a duplicate client is added accidentally, there's no way to fix it currently without recreating calls

Example: When you select a non-inventory item. it ask you to map the income account and the expense account. These are the same for most people for every product. This would save a ton of time when mapping products to QB