D-Tools

Covers topics like mobile app capabilities, FSM, payment schedules, estimate details, notifications, labor options, calendar sync...

Cloud Onboarding FAQs

How can I export data from D-Tools Cloud?

Andriy

Dave Kirn

Tim Bigoness

A regularly curated list of the most commonly asked questions by D-Tools Cloud customers

FAQs

What happens when I choose to cancel my D-Tools Cloud subscription?

Subscription

D-Tools Cloud is web-based so technically works anywhere, but right now it is tailored for specific markets.

D-Tools Cloud and it's complying countries

Where is my data stored?

What is the extent of my storage capacity?

How is my data safeguarded?

Kimberly Craven

FAQs on compliance and data management on D-Tools Cloud

Compliance and Data Management

Does D-Tools Cloud come with Artificial Intelligence (AI) capabilities?

How does D-Tools AI Search simplify searching for products on D-Tools Cloud?

How does D-Tools AI generate the scope of work for a project?

Ashok P

FAQs on the Artificial Intelligence (AI) capabilities on D-Tools Cloud

Artificial Intelligence (AI) 

Can I choose what columns are displayed on a page on Cloud?

Does Cloud support deep links?

Cloud User Interface

Does Cloud support creating user groups for users?

FAQs on the User Management functionality on D-Tools Cloud

User Management

Can I restrict user access to the Settings section of Cloud?

Can I search for a specific setting in the Settings area on D-Tools Cloud?

How to change the number formats used for quotes, projects, contracts, and invoices?

FAQs on the Settings options on D-Tools Cloud

Settings

I have customers from a single country. Can I set that country as the default when creating accounts?

Is there a setting to show the abbreviation of a state when address suggestions are shown on Cloud?

Accounts

What are products, labor, allowances, and packages?

Can I import my catalog from D-Tools SI?

Can I import all product fields from SI to D-Tools Cloud?

What fields can I import for products into D-Tools Cloud?

Can I create my own categories in the catalog?

Adding or swapping out images of products, services, or allowances in your catalog or quote

How do I add or change the picture of an item?

Can I create predefined packages with product and labor combined?

Can I import packages and allowances to the catalog?

How do I include the tariff in the product cost or price?

Amy Blanton

FAQs on the Catalog Management functionality on D-Tools Cloud

Catalog

Can I select multiple or all products in a location or system in a quote?

What are my options for sharing proposals with customers?

Why are some sections not seen in the presented or shared proposal?

FAQs on the Quoting and Proposals functionality on D-Tools Cloud

Quoting and Proposals

How do I create a new project?

How do I offer maintenance and repair services on Cloud?

Where I can see the outstanding balance for a project?

FAQs on the Projects and Scheduling functionality on D-Tools Cloud

Projects, Service, and Scheduling

Does D-Tools have its own payment processing solution?

How do I request payment for projects and service contracts?

Can I display purchase order numbers on invoices?

Are there user permissions to manage invoices on Cloud?

Does D-Tools Cloud support multiple currencies?

FAQs on the Payments functionality on D-Tools Cloud

Payments

Does Cloud have a feature for managing product inventory?

Can I decrement the quantity of inventory-tracked items using the CSV Import functionality?

FAQs on the Inventory Management functionality on D-Tools Cloud

Inventory

I have a line item with quantity 4, but only want to order 2. Can I split them up to order half of them?

Can I split an item with quantity >1 into multiple items in the purchase order?

Can I track the product shipments that were ordered from D-Tools Cloud?

Can I send purchase orders to suppliers from D-Tools Cloud?

FAQs on the Procurement capabilities on D-Tools Cloud

Procurement

Creating a user appears unnresponsive when creating a new account during registration.

Why doesn't the "Create User" button work when creating an account?

Ad blockers may be preventing you from accessing Cloud which freezes the application in a never-ending loading state.

Why does Cloud never seem to load?

There are many reasons why you might not be receiving email notifications

Why am I not receiving email notifications?

Some common issues you may face when using D-Tools Cloud

Common Issues and Their Fixes

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