Integrations

We need a way to track sales bonus by employee. I would like to be able to enter our formula for sales bonus. Example: 10% of project margin. We also need the ability to assign individual items to differnet sales reps or technicians. We give our technicians sales commission bonuses for adding on additional equipment when they are in the field, and there is currently no way to track their sales. The only way to sort is by the office person who created the opportunity or service call. Example: A sales person sales a new TV to a customer but when the technician arrives they find the customer needs a new AVR and controller. We need to be able to allocate the TV to the in office rep who sold it and the AVR and controller to the field tech who upsold that in the field.

We would like the feature to update the products information and pricing in quickbooks after it is changed in D-tools. Possibly an "Update Mapping" button or something similar. Currently if we have a price change we have to update it in both applications manually or even delete and re-add. Thanks

Get feedback from Quickbooks when invoices are paid / outstanding.

It would be nice to have D-Tools Cloud integrate with Office 365 and utilize the outlook calendar feature for scheduling, meetings, reminders, color coding different team calendars, etc. Also, to be able to track email correspondences under customers history, word, excel, Visio documents, SharePoint folders, permission controls, etc.

Need ability to automatically sync customer payments with Quickbooks online.

When creating a PO in D-Tools the number doesn't match what QB creates so we have to manually update the PO number in D-Tools to match QB

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