Integrations

It would be great for tasks to inherit fields (default or custom) into tasks. We use sharepoint for storing project drawings and include the link in the project but have to manually add it to every individual task or service order related to a project.

Instead of having to create unique integrations to many tools, if D-Tools were to create a Zapier and/or Power Automate integration it would significantly increase how we can use D-Tools SI data to add value and drive efficiency & productivity.

I have been playing with the SI API and the webhooks, and am loving the way projects automatically get sent to the cloud and fire webhooks immediately. However, I've noticed that the Client module needs to be manually exported to the Cloud for the Webhook to fire. Is there a way for Client info changes to fire the webhook right away instead of having to manually export? Also, it would be extremely useful to be able to query the API for a Client by the Client ID. Is this possible, or on the horizon?

It would be great if you could add an RFI tab along with the Change Orders, etc.

It seems like nowadays that PDF viewers/editors are much more ubiquitous and easy to use than visio or autocad. An integration with Bluebeam for takeoffs would be absolutely phenomenal and be much easier to use than visio or autocad. Also, it is getting harder and harder to receive DWG files and generally very simple to get PDFs.

It would be helpful to integrate DT with Slack.

It is becoming more and more frequent for customers to do all their business via whatsapp. I would like you to look into proposal sharing via whatsapp. Quickbooks online already has that integration and it works beautifully, not only technically, but in terms of customers engaging with the tool.

Would like to have the same functionality as the SalesForce integration.

-Add items from projects in Tasks -View all items in project from Tasks