The following functionality is available to Office users on the D-Tools Cloud mobile app.
Opportunities
View and filter opportunities
View opportunity details
Add notes and to-dos to opportunities
Change the state of the quotes in opportunities
Projects
View and update to-dos
View and update events
Add events to projects
Edit events in projects
Add meetings for projects
Service calls
View service calls
Work on service calls
Reschedule service calls
Inventory
View and filter inventory items
View stock levels of inventory items
Move inventory items across locations
View inventory history
Reports
View Closed Sales and Close Rate
View and filter Sales Leaderboard
View Sales Pipeline data
View Sales Forecast data
View Quoted Sales
Notifications
See in-app notifications for all actions that generate email notifications
See push notifications when you reach within a 50-meter radius of the job site
Chat
Use the Chat functionality to chat with other Cloud users
Offline mode
Use the Cloud mobile app in the Offline mode without requiring an Internet connection for the following tasks:
Clocking in and clocking out of project events and service calls
Updating the details in the project events and service calls
Adding and editing time entries for project events and service calls