"Scope of Work" is a detailed outline of how the project will be executed. The scope of work typically includes deliverables, project tasks, timelines, milestones, resources involved, and reporting and communication.
On Cloud, you can use D-Tools AI to generate a preliminary draft of the scope of work. The draft will include the following:
The name on the account and the description, area, and site address you specified for the opportunity.
Brief descriptions of all systems in the quote, with the high-level details of the items in them. D-Tools AI uses the items' descriptions in the catalog to generate these descriptions.
A bulleted list of installation actions for each system.
D-Tools AI will factor in the products included in the packages in the scope of work draft. Currently, it does not factor in the service plans and subscriptions in the quote.
Scope of Work themes
Cloud provides your three themes to create the scope of work draft using D-Tools AI.
Detailed & Consultative - Designed for high-end projects, this theme does not generate the text for installation actions.
Concise & Technical - Designed for quick and straightforward projects, this theme generates the text for installation actions.
Client-Centric & Storytelling - Designed to provide a storytelling experience, this generates the text for installation actions.
Add scope of work using D-Tools AI
You will need to add at least one item (product) to the quote, with a system associated with it, to generate the scope of work using D-Tools AI.
To add the scope of work using D-Tools AI:
1/ Go to "Overview > Scope of Work" in the Quote Details view.
If you have set a scope of work as the default under "Settings > Quote > Scopes of Work," you will see the text for the scope of work here.
2/ Click "Create Draft."
3/ Click the theme you want to use.
D-Tools AI will take a few seconds to generate the scope of work. The wait time depends on the number of items in the quote.
4/ You can do the following to the D-Tools AI-generated scope of work:
Add other details such as timeline, milestones, and resources
Format the scope of work using the formatting options seen in the editor
Insert snippets by clicking the Snippets icon in the editor
Revert to using a scope of work you have manually added under "Settings > Quote > Scopes of Work," by clicking the "Scopes of work" icon in the editor
Delete the scope of work text from the editor by clicking the "Delete" icon in the editor.
5/ Click "Save" to save the scope of work text or click "Discard changes" to revert the text to the one you previously saved.
You will always see the scope of work text you last saved in the Scope of Work section of the proposal.