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D-Tools Cloud Standards

Standards, Recommendations

Written by Amy Blanton

Introduction

The intent of this article is to outline the standards and recommendations for D-Tools Cloud. Maximum sizes are in characters unless noted as pixels or MB.

Company

OBJECT PROPERTY

MAXIMUM SIZE (Characters/Pixels/MB)

RECOMMENDED SIZE (Characters/Pixels/MB)

DISPLAY SIZE (Pixels)

NOTES

Name

150

Logo

640 x 640

400 x 400

Display image size will differ based on UI.

Supported formats: PNG, JPG/JPEG, GIF, SVG, ICO, BMP, WebP, and HEIC. JPEG and PNG are preferred.

Tax ID

30

Social Media Links

150

Award Name

80

Testimonial

1,000

Portfolio Description

1,000

User

OBJECT PROPERTY

MAXIMUM SIZE (Characters/Pixels/MB)

RECOMMENDED SIZE (Characters/Pixels/MB)

DISPLAY SIZE (Pixels)

NOTES

First Name

100

Last Name

100

Title

100

Bio

1,000

Image/Avatar/Profile Picture

240 x 240

160 x 160

Display image size will differ based on UI.

Supported formats: PNG, JPG/JPEG, GIF, SVG, ICO, BMP, WebP, and HEIC. JPEG and PNG are preferred.

User Group

OBJECT PROPERTY

MAXIMUM SIZE (Characters/Pixels/MB)

RECOMMENDED SIZE (Characters/Pixels/MB)

DISPLAY SIZE (Pixels)

NOTES

Name

50

Address

OBJECT PROPERTY

MAXIMUM SIZE (Characters/Pixels/MB)

RECOMMENDED SIZE (Characters/Pixels/MB)

DISPLAY SIZE (Pixels)

NOTES

Address Line 1

100

Address Line 2

100

City

80

State/Province

80

ZIP/Postal Code

20

Country/Region

60

Phone

OBJECT PROPERTY

MAXIMUM SIZE (Characters/Pixels/MB)

RECOMMENDED SIZE (Characters/Pixels/MB)

DISPLAY SIZE (Pixels)

NOTES

Mobile

50

Phone

50

Fax

50

Web

OBJECT PROPERTY

MAXIMUM SIZE (Characters/Pixels/MB)

RECOMMENDED SIZE (Characters/Pixels/MB)

DISPLAY SIZE (Pixels)

NOTES

Email

100

Website

150

Account

OBJECT PROPERTY

MAXIMUM SIZE (Characters/Pixels/MB)

RECOMMENDED SIZE (Characters/Pixels/MB)

DISPLAY SIZE (Pixels)

NOTES

Name

150

Number

50

Billing Address

1

Site Address

Many

Contact

OBJECT PROPERTY

MAXIMUM SIZE (Characters/Pixels/MB)

RECOMMENDED SIZE (Characters/Pixels/MB)

DISPLAY SIZE (Pixels)

NOTES

First Name

100

Last Name

100

Title

100

Opportunity and Project

OBJECT PROPERTY

MAXIMUM SIZE (Characters/Pixels/MB)

RECOMMENDED SIZE (Characters/Pixels/MB)

DISPLAY SIZE (Pixels)

NOTES

Name

150

Project Number

40

Opportunity Lost Reason

OBJECT PROPERTY

MAXIMUM SIZE (Characters/Pixels/MB)

RECOMMENDED SIZE (Characters/Pixels/MB)

DISPLAY SIZE (Pixels)

NOTES

Name

50

Quote

OBJECT PROPERTY

MAXIMUM SIZE (Characters/Pixels/MB)

RECOMMENDED SIZE (Characters/Pixels/MB)

DISPLAY SIZE (Pixels)

NOTES

Name

150

Number

50

Project Description/Scope of Work

80,000

Change Order

OBJECT PROPERTY

MAXIMUM SIZE (Characters/Pixels/MB)

RECOMMENDED SIZE (Characters/Pixels/MB)

DISPLAY SIZE (Pixels)

NOTES

Name

150

Number

A whole number.

Whiteboard

OBJECT PROPERTY

MAXIMUM SIZE (Characters/Pixels/MB)

RECOMMENDED SIZE (Characters/Pixels/MB)

DISPLAY SIZE (Pixels)

NOTES

Name

100

Drawing Number

64

Background Image

400 MB file

1024 x 768

Images are used at their uploaded size. Supported formats: PNG, JPG/JPEG, GIF, SVG, ICO, BMP, WebP, and HEIC. JPEG and PNG are preferred.

Plan View

OBJECT PROPERTY

MAXIMUM SIZE (Characters/Pixels/MB)

RECOMMENDED SIZE (Characters/Pixels/MB)

DISPLAY SIZE (Pixels)

NOTES

Name

100

Drawing Number

64

Background Image

400 MB file

1024 x 768

Images are used at their uploaded size. Supported formats: PNG, JPG/JPEG, GIF, SVG, ICO, BMP, WebP, and HEIC. JPEG and PNG are preferred.

Proposal and Change Order Proposal

OBJECT PROPERTY

MAXIMUM SIZE (Characters/Pixels/MB)

RECOMMENDED SIZE (Characters/Pixels/MB)

DISPLAY SIZE (Pixels)

NOTES

Item Name

15px

Default font is Gilroy Semi-Bold. You can change the font, weight, and color in the proposal's Font settings.

Item Short Description

14px

Default font is Gilroy Medium. You can change the font in the proposal's Font settings.

Item Description (Preview Pane)

12px

Default font is Gilroy Medium. You can change the font in the proposal's Font settings.

Cover Section Image (aka Cover Page Image)

400 MB file

1024 x 768

Display image size will differ based on UI.

Images larger than 1024 x 768 are scaled down to fit. GIF, WebP, and HEIC images keep their original size, so animated GIFs stay animated. Supported formats: PNG, JPG/JPEG, GIF, SVG, ICO, BMP, WebP, and HEIC. JPEG and PNG are preferred.

Paragraph (aka Overview) Section Description

80,000

Gallery Section Image

400 MB file

1024 x 768

Display image size will differ based on UI.

Images larger than 1024 x 768 are scaled down to fit. GIF, WebP, and HEIC images keep their original size, so animated GIFs stay animated. Supported formats: PNG, JPG/JPEG, GIF, SVG, ICO, BMP, WebP, and HEIC. JPEG and PNG are preferred.

Gallery Section Video

400 MB

MP4 is the supported upload format. You can also add a YouTube or Google Drive video link.

Terms and Conditions Section

50,000

Summary Section Description

4,000

Payment Schedule Section Description

4,000

Attachments Section Description

4,000

Other Section Descriptions

4,000

Executive Summary, Labor, Line Items, Team, Service Plan, and Subscription sections.

File (Attachment)

OBJECT PROPERTY

MAXIMUM SIZE (Characters/Pixels/MB)

RECOMMENDED SIZE (Characters/Pixels/MB)

DISPLAY SIZE (Pixels)

NOTES

Name

150

When renaming a file in the app, the limit is 140.

File Size

400 MB

Applies to each upload, for images and all other file types. Images pasted into a text editor are limited to 10 MB. Title block logos are limited to 2 MB.

Purchase Order

OBJECT PROPERTY

MAXIMUM SIZE (Characters/Pixels/MB)

RECOMMENDED SIZE (Characters/Pixels/MB)

DISPLAY SIZE (Pixels)

NOTES

Number

50

Description

300

Note to Supplier

400

Internal Notes

3,000

Supplier Account Number

50

Attention

150

Task

OBJECT PROPERTY

MAXIMUM SIZE (Characters/Pixels/MB)

RECOMMENDED SIZE (Characters/Pixels/MB)

DISPLAY SIZE (Pixels)

NOTES

Name

150

Description

4,000

To-do descriptions allow up to 20,000.

Note

OBJECT PROPERTY

MAXIMUM SIZE (Characters/Pixels/MB)

RECOMMENDED SIZE (Characters/Pixels/MB)

DISPLAY SIZE (Pixels)

NOTES

Note

10,000

Catalog Item (Product, Service, Allowance, Labor Type, Labor Item, Package, and Alternate Set)

OBJECT PROPERTY

MAXIMUM SIZE (Characters/Pixels/MB)

RECOMMENDED SIZE (Characters/Pixels/MB)

DISPLAY SIZE (Pixels)

NOTES

Name

160

Model

100

Products only.

Part Number

50

Short Description

300

Description

3,000

Subscription descriptions allow up to 20,000.

Image

400 MB file

800 x 600

Display image size will differ based on UI.

Images larger than 800 x 600 are scaled down to fit. Supported formats: PNG, JPG/JPEG, GIF, SVG, ICO, BMP, WebP, and HEIC. JPEG and PNG are preferred.

Brand

OBJECT PROPERTY

MAXIMUM SIZE (Characters/Pixels/MB)

RECOMMENDED SIZE (Characters/Pixels/MB)

DISPLAY SIZE (Pixels)

NOTES

Name

50

Supplier

OBJECT PROPERTY

MAXIMUM SIZE (Characters/Pixels/MB)

RECOMMENDED SIZE (Characters/Pixels/MB)

DISPLAY SIZE (Pixels)

NOTES

Name

80

Account Number

50

Main Address

1

Branch Address

Many

Item Category

OBJECT PROPERTY

MAXIMUM SIZE (Characters/Pixels/MB)

RECOMMENDED SIZE (Characters/Pixels/MB)

DISPLAY SIZE (Pixels)

NOTES

Name

50

Location

OBJECT PROPERTY

MAXIMUM SIZE (Characters/Pixels/MB)

RECOMMENDED SIZE (Characters/Pixels/MB)

DISPLAY SIZE (Pixels)

NOTES

Name

100

Number

50

Description

80,000

System

OBJECT PROPERTY

MAXIMUM SIZE (Characters/Pixels/MB)

RECOMMENDED SIZE (Characters/Pixels/MB)

DISPLAY SIZE (Pixels)

NOTES

Name

100

Description

80,000

Phase

OBJECT PROPERTY

MAXIMUM SIZE (Characters/Pixels/MB)

RECOMMENDED SIZE (Characters/Pixels/MB)

DISPLAY SIZE (Pixels)

NOTES

Name

50

Payment Milestone

OBJECT PROPERTY

MAXIMUM SIZE (Characters/Pixels/MB)

RECOMMENDED SIZE (Characters/Pixels/MB)

DISPLAY SIZE (Pixels)

NOTES

Payment

100

Fulfillment Location

OBJECT PROPERTY

MAXIMUM SIZE (Characters/Pixels/MB)

RECOMMENDED SIZE (Characters/Pixels/MB)

DISPLAY SIZE (Pixels)

NOTES

Name

50

Length

OBJECT PROPERTY

MAXIMUM SIZE (Characters/Pixels/MB)

RECOMMENDED SIZE (Characters/Pixels/MB)

DISPLAY SIZE (Pixels)

NOTES

Name

100

Sell / Purchase Unit

OBJECT PROPERTY

MAXIMUM SIZE (Characters/Pixels/MB)

RECOMMENDED SIZE (Characters/Pixels/MB)

DISPLAY SIZE (Pixels)

NOTES

Name

50

Code

10

Tax

OBJECT PROPERTY

MAXIMUM SIZE (Characters/Pixels/MB)

RECOMMENDED SIZE (Characters/Pixels/MB)

DISPLAY SIZE (Pixels)

NOTES

Name

50

Stages (Opportunity, Project, Quote, Change Order Status, Item Statuses)

OBJECT PROPERTY

MAXIMUM SIZE (Characters/Pixels/MB)

RECOMMENDED SIZE (Characters/Pixels/MB)

DISPLAY SIZE (Pixels)

NOTES

Name

50

Opportunity stage and stage group names are limited to 40.

Quote Template

OBJECT PROPERTY

MAXIMUM SIZE (Characters/Pixels/MB)

RECOMMENDED SIZE (Characters/Pixels/MB)

DISPLAY SIZE (Pixels)

NOTES

Name

100

Payment Method and Shipping Method

OBJECT PROPERTY

MAXIMUM SIZE (Characters/Pixels/MB)

RECOMMENDED SIZE (Characters/Pixels/MB)

DISPLAY SIZE (Pixels)

NOTES

Name

50

Net Payment Terms

OBJECT PROPERTY

MAXIMUM SIZE (Characters/Pixels/MB)

RECOMMENDED SIZE (Characters/Pixels/MB)

DISPLAY SIZE (Pixels)

NOTES

Name

25

Lead Source

OBJECT PROPERTY

MAXIMUM SIZE (Characters/Pixels/MB)

RECOMMENDED SIZE (Characters/Pixels/MB)

DISPLAY SIZE (Pixels)

NOTES

Name

50

Market Sector, Service Call Reason, and Item Discount

OBJECT PROPERTY

MAXIMUM SIZE (Characters/Pixels/MB)

RECOMMENDED SIZE (Characters/Pixels/MB)

DISPLAY SIZE (Pixels)

NOTES

Name

50

Invoice

OBJECT PROPERTY

MAXIMUM SIZE (Characters/Pixels/MB)

RECOMMENDED SIZE (Characters/Pixels/MB)

DISPLAY SIZE (Pixels)

NOTES

Name

100

PO Number

50

Invoice Message

5,000

Service Plan

OBJECT PROPERTY

MAXIMUM SIZE (Characters/Pixels/MB)

RECOMMENDED SIZE (Characters/Pixels/MB)

DISPLAY SIZE (Pixels)

NOTES

Name

100

Description

20,000

Limited to 1,500 when edited from the Edit Service Plan dialog.

Term Name

50

Service Contract

OBJECT PROPERTY

MAXIMUM SIZE (Characters/Pixels/MB)

RECOMMENDED SIZE (Characters/Pixels/MB)

DISPLAY SIZE (Pixels)

NOTES

Name

100

Number

50

Description

20,000

Service Call

OBJECT PROPERTY

MAXIMUM SIZE (Characters/Pixels/MB)

RECOMMENDED SIZE (Characters/Pixels/MB)

DISPLAY SIZE (Pixels)

NOTES

Internal Notes

10,000

Issue Reported

4,000

Up to 80,000 when created from the Service Schedule. Limited to 3,000 when created from the Calendar.

Issue Found

4,000

Action Taken

4,000

Next Steps

4,000

Time Entry

OBJECT PROPERTY

MAXIMUM SIZE (Characters/Pixels/MB)

RECOMMENDED SIZE (Characters/Pixels/MB)

DISPLAY SIZE (Pixels)

NOTES

Notes

1,000

Calendar Event

OBJECT PROPERTY

MAXIMUM SIZE (Characters/Pixels/MB)

RECOMMENDED SIZE (Characters/Pixels/MB)

DISPLAY SIZE (Pixels)

NOTES

Title

100

Location

400

Notes

1,000

Checklist Template

OBJECT PROPERTY

MAXIMUM SIZE (Characters/Pixels/MB)

RECOMMENDED SIZE (Characters/Pixels/MB)

DISPLAY SIZE (Pixels)

NOTES

Name

100

Checklist Item

250

Inventory Asset

OBJECT PROPERTY

MAXIMUM SIZE (Characters/Pixels/MB)

RECOMMENDED SIZE (Characters/Pixels/MB)

DISPLAY SIZE (Pixels)

NOTES

Serial Number

40

Firmware

50

IP Address

40

MAC Address

20

Notes

4,000

Inventory Location

OBJECT PROPERTY

MAXIMUM SIZE (Characters/Pixels/MB)

RECOMMENDED SIZE (Characters/Pixels/MB)

DISPLAY SIZE (Pixels)

NOTES

Name

100

Asset Warranty

OBJECT PROPERTY

MAXIMUM SIZE (Characters/Pixels/MB)

RECOMMENDED SIZE (Characters/Pixels/MB)

DISPLAY SIZE (Pixels)

NOTES

Provider

100

Provider Contact

100

Vendor

100

Terms

400

Claim Limits

300

Notes

400

Custom Field

OBJECT PROPERTY

MAXIMUM SIZE (Characters/Pixels/MB)

RECOMMENDED SIZE (Characters/Pixels/MB)

DISPLAY SIZE (Pixels)

NOTES

Field Name

20

Text Value

100

Large Text Value

5,000

URL Value

300

Snippet

OBJECT PROPERTY

MAXIMUM SIZE (Characters/Pixels/MB)

RECOMMENDED SIZE (Characters/Pixels/MB)

DISPLAY SIZE (Pixels)

NOTES

Name

100

Text

100,000

Email Template

OBJECT PROPERTY

MAXIMUM SIZE (Characters/Pixels/MB)

RECOMMENDED SIZE (Characters/Pixels/MB)

DISPLAY SIZE (Pixels)

NOTES

Name

100

Subject

200

Body

100,000

Scope of Work Template

OBJECT PROPERTY

MAXIMUM SIZE (Characters/Pixels/MB)

RECOMMENDED SIZE (Characters/Pixels/MB)

DISPLAY SIZE (Pixels)

NOTES

Name

100

Content

80,000

Survey

OBJECT PROPERTY

MAXIMUM SIZE (Characters/Pixels/MB)

RECOMMENDED SIZE (Characters/Pixels/MB)

DISPLAY SIZE (Pixels)

NOTES

Name

200

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