Is there a standalone Mobile App? Not as of today. However, this is a known feature request. Our field user views are web-based, optimized for mobile devices, and require an active internet connection.
Can Field Users make project changes? No. Field users can view projects and tasks, take notes on tasks, track time, and mark tasks as complete. Creating and managing Opportunities/Projects requires an Office User seat.
Can payment terms be configured as a % of product/labor? Not as of today. However, this is a known feature request. Currently, the two options for Payment Terms are % of the project or fixed amounts.
Can we aggregate products and labor when pushing the estimate to QB vs. doing itemized? Not as of today. However, this is a known feature request. Currently, this info is itemized by default.
Can multiple users/admin users all get notified when a Proposal is Accepted on the Account (regardless of who's the owner)? Not as of today. However, this is a known feature request. Additional Users can receive these notifications if they’re manually added as a resource on the Opportunity or by configuring email forwarding outside of the application.
Is there a calculated labor option? Not as of today. However, this is a known feature request.
Is there a direct calendar sync? Not as of today. However, this is a known feature request. We provide the ability to export ICS files, which can be imported into personal calendars such as Google or Outlook.
Can Field Users see ALL Tasks or just the ones they're assigned to? By default, Field Users can only see the Tasks that have been shared with them and the high-level overview of the projects they’re added as a resource on.
Is there a global timekeeping option? Not as of today. However, this is a known feature request with talks of future implementation. As of today, we can track times against projects via Tasks and track time on service calls.
How do I set up labor? – Settings -> Catalog -> Labor Types.
How do I create packages? – Three places: directly in the Catalog, ‘New Item’ text in green in Design, or hold Ctrl and select your items to create the package from the product detail bar: https://docs.d-tools.cloud/en/articles/3743799-packages
How do I set up a wire drop? – Set UOM to ‘By the foot’
How do I edit a proposal template? – Hover over each section to edit (in Proposal Settings or the Opportunity)
How do I get my pricing? (getting connected to suppliers) – see Catalog:
Can I build quote templates (with equipment) – We encourage using the ‘Copy-to’ feature:
How often is pricing updated? – It varies for different Suppliers. Check the dates by clicking the Manage Pricing button:
Can I import clients and contacts? – Yes, find the import/export button on the Products tab in the Catalog:
18. Help I accidentally deleted a Labor Type, how can I recover it? - The easiest way to recover your deleted Labor Type is to go to the Labor section under the Catalog and use the filters to find inactive labor types. Once you find the old labor type, you can reactivate it that way.