D-Tools

Ashok P

Amy Blanton

Everything you need to know to use the D-Tools Cloud mobile app

D-Tools Cloud mobile app

Getting started with the D-Tools Cloud mobile app

Supported OS platforms and other requirements

D-Tools Cloud Mobile app: FAQs

Logging into the D-Tools Cloud mobile app

Everything you need to know to get started with the D-Tools Cloud mobile app

Getting Started with the  D-Tools Cloud mobile app

Tracking time on the D-Tools Cloud mobile app

Adding drive-time entries

Working Offline on the D-Tools Cloud Mobile app

Learn about the features related to Time Tracking on the D-Tools Cloud Mobile app

Time Tracking

How to configure the Travel Time Capture settings to account for the drive time spent driving between office locations and work sites when using the D-Tools Cloud Mobile app

Configuring Travel Time Capture settings

Learn how to configure the settings for the D-Tools Cloud Mobile app on D-Tools Cloud

D-Tools Cloud Mobile app settings

Office User functionality on the D-Tools Cloud mobile app

Configuring the settings to add time entries

Learn how Office users can use the D-Tools Cloud mobile app

D-Tools Cloud mobile app for Office users

Viewing opportunities

Viewing sales metrics

Learn how to manage opportunities on the D-Tools Cloud Mobile app

Opportunities

Adding a project event

Modifying a project event or a service call

Working on a project event, or a service call as an Office user

Adding project and service time entries as an Office user

Learn how to manage projects and service calls on the D-Tools Cloud Mobile app

Project and Service Calls

Managing inventory

Learn how to manage inventory on the D-Tools Cloud Mobile app

Inventory

Field User functionality in the D-Tools Cloud mobile app

Learn how Field users can use the D-Tools Cloud mobile app

D-Tools Cloud mobile app for Field users

Working on a project event

Working on a service call

Adding project and service time entries as a Field user

Learn how to work on projects and service calls on the D-Tools Cloud Mobile app

Projects and Service Calls

Help and Feedback

Know your channels to get help and send feedback for the D-Tools Cloud mobile app

Help and Feedback for the D-Tools Cloud mobile app

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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