D-Tools

This document outlines our D-Tools Cloud training topics and milestones. 

The time required to cover each topic can vary depending on team size, the number of attendees/questions, and the level of detail per topic.  <i> </i>

o   <a href="https://docs.d-tools.cloud/en/?q=integrations" rel="nofollow noopener noreferrer" target="_blank">Integrations</a>  

  <a href="https://docs.d-tools.cloud/en/articles/6881708-payment-integrations" rel="nofollow noopener noreferrer" target="_blank">Payment Integrations</a>

  <a href="https://docs.d-tools.cloud/en/articles/3087910-google-contacts-integration" rel="nofollow noopener noreferrer" target="_blank">Google</a>

-   <a href="https://docs.d-tools.cloud/en/articles/1686781-quickbooks-online-integration" rel="nofollow noopener noreferrer" target="_blank">QBO</a> 
-   <a href="https://docs.d-tools.cloud/en/articles/5724392-quickbooks-connector-setup" rel="nofollow noopener noreferrer" target="_blank">QBD</a> 
-   <a href="https://docs.d-tools.cloud/en/articles/6881708-payment-integrations" rel="nofollow noopener noreferrer" target="_blank">Payment Integrations</a>
-   <a href="https://docs.d-tools.cloud/en/articles/3087910-google-contacts-integration" rel="nofollow noopener noreferrer" target="_blank">Google</a>

  <a href="https://docs.d-tools.cloud/en/articles/1803644-setting-up-and-using-taxes" rel="nofollow noopener noreferrer" target="_blank">Default Taxes</a>

  <a href="https://docs.d-tools.cloud/en/articles/4253524-add-payment-terms" rel="nofollow noopener noreferrer" target="_blank">Default Payment Terms</a>

  <a href="https://docs.d-tools.cloud/en/articles/5828857-default-proposal-templates" rel="nofollow noopener noreferrer" target="_blank">Default Proposal Template</a>

-   Default Systems/Locations/Phases
-   <a href="https://docs.d-tools.cloud/en/articles/1803644-setting-up-and-using-taxes" rel="nofollow noopener noreferrer" target="_blank">Default Taxes</a>
-   <a href="https://docs.d-tools.cloud/en/articles/4253524-add-payment-terms" rel="nofollow noopener noreferrer" target="_blank">Default Payment Terms</a>
-   <a href="https://docs.d-tools.cloud/en/articles/5828857-default-proposal-templates" rel="nofollow noopener noreferrer" target="_blank">Default Proposal Template</a>

o   <a href="https://docs.d-tools.cloud/en/?q=labor" rel="nofollow noopener noreferrer" target="_blank">Labor</a>

o   <a href="https://docs.d-tools.cloud/en/articles/1661748-what-are-products-labor-allowances-and-packages" rel="nofollow noopener noreferrer" target="_blank">Catalog</a> 

  <a href="https://docs.d-tools.cloud/en/articles/2524991-getting-supplier-pricing" rel="nofollow noopener noreferrer" target="_blank">Supplier Pricing</a>

  <a href="https://docs.d-tools.cloud/en/articles/3743799-packages" rel="nofollow noopener noreferrer" target="_blank">Package creation</a>

  <a href="https://docs.d-tools.cloud/en/articles/4278117-getting-started-with-accessories" rel="nofollow noopener noreferrer" target="_blank">Accessories</a>

-   <a href="https://docs.d-tools.cloud/en/articles/2524991-getting-supplier-pricing" rel="nofollow noopener noreferrer" target="_blank">Supplier Pricing</a>
-   <a href="https://docs.d-tools.cloud/en/articles/1646604-setting-price-by-length" rel="nofollow noopener noreferrer" target="_blank">Bulk Wire</a>
-   <a href="https://docs.d-tools.cloud/en/articles/3743799-packages" rel="nofollow noopener noreferrer" target="_blank">Package creation</a>
-   <a href="https://docs.d-tools.cloud/en/articles/4278117-getting-started-with-accessories" rel="nofollow noopener noreferrer" target="_blank">Accessories</a>

  <a href="https://docs.d-tools.cloud/en/articles/6826981-configure-email-notification-preferences" rel="nofollow noopener noreferrer" target="_blank">Email Preferences</a>

  <a href="https://docs.d-tools.cloud/en/articles/8031928-preload-products-and-labor-in-quotes" rel="nofollow noopener noreferrer" target="_blank">Quote Templates</a>

  <a href="https://docs.d-tools.cloud/en/articles/7890342-item-validation-settings" rel="nofollow noopener noreferrer" target="_blank">Item Validation Settings</a>

  <a href="https://docs.d-tools.cloud/en/articles/7251345-how-can-i-change-the-number-formats-used-for-quotes-projects-and-contracts" rel="nofollow noopener noreferrer" target="_blank">Custom Numbering</a>

  <a href="https://docs.d-tools.cloud/en/articles/1931343-managing-pricing-with-brand-price-rules" rel="nofollow noopener noreferrer" target="_blank">Brand Rules</a>

  <a href="https://docs.d-tools.cloud/en/articles/6863698-category-rules" rel="nofollow noopener noreferrer" target="_blank">Category Rules</a>

  <a href="https://docs.d-tools.cloud/en/articles/4252783-setup-permissions-for-users-in-your-account" rel="nofollow noopener noreferrer" target="_blank">User Permissions</a>

-   <a href="https://docs.d-tools.cloud/en/articles/6826981-configure-email-notification-preferences" rel="nofollow noopener noreferrer" target="_blank">Email Preferences</a>
-   Company Settings
-   <a href="https://docs.d-tools.cloud/en/articles/8031928-preload-products-and-labor-in-quotes" rel="nofollow noopener noreferrer" target="_blank">Quote Templates</a>
-   <a href="https://docs.d-tools.cloud/en/articles/7890342-item-validation-settings" rel="nofollow noopener noreferrer" target="_blank">Item Validation Settings</a>
-   <a href="https://docs.d-tools.cloud/en/articles/7251345-how-can-i-change-the-number-formats-used-for-quotes-projects-and-contracts" rel="nofollow noopener noreferrer" target="_blank">Custom Numbering</a>
-   <a href="https://docs.d-tools.cloud/en/articles/1931343-managing-pricing-with-brand-price-rules" rel="nofollow noopener noreferrer" target="_blank">Brand Rules</a>
-   <a href="https://docs.d-tools.cloud/en/articles/6863698-category-rules" rel="nofollow noopener noreferrer" target="_blank">Category Rules</a>
-   <a href="https://docs.d-tools.cloud/en/articles/4252783-setup-permissions-for-users-in-your-account" rel="nofollow noopener noreferrer" target="_blank">User Permissions</a>

o   <a href="https://docs.d-tools.cloud/en/articles/1712773-getting-started-with-opportunities" rel="nofollow noopener noreferrer" target="_blank">Opportunities</a> and <a href="https://docs.d-tools.cloud/en/articles/1755724-getting-started-with-quotes" rel="nofollow noopener noreferrer" target="_blank">Quotes</a>

  <a href="https://docs.d-tools.cloud/en/?q=shortcuts" rel="nofollow noopener noreferrer" target="_blank">Tips/Shortcuts</a>

  <a href="https://docs.d-tools.cloud/en/articles/7959957-adding-items-to-a-quote" rel="nofollow noopener noreferrer" target="_blank">Adding Items</a>/<a href="http://docs.d-tools.cloud/en/articles/7886987-editing-or-updating-item-details">Editing Items</a>

  <a href="https://docs.d-tools.cloud/en/articles/7955598-quote-management-options-on-cloud#h_142c83692a" rel="nofollow noopener noreferrer" target="_blank">Quote Settings Menu</a>

-   Overview
-   <a href="https://docs.d-tools.cloud/en/?q=shortcuts" rel="nofollow noopener noreferrer" target="_blank">Tips/Shortcuts</a>
-   <a href="https://docs.d-tools.cloud/en/articles/7959957-adding-items-to-a-quote" rel="nofollow noopener noreferrer" target="_blank">Adding Items</a>/<a href="http://docs.d-tools.cloud/en/articles/7886987-editing-or-updating-item-details">Editing Items</a>
-   <a href="https://docs.d-tools.cloud/en/articles/7955598-quote-management-options-on-cloud#h_142c83692a" rel="nofollow noopener noreferrer" target="_blank">Quote Settings Menu</a>
-   Review tab

o   <a href="https://docs.d-tools.cloud/en/articles/1691240-getting-started-with-proposal-templates" rel="nofollow noopener noreferrer" target="_blank">Proposal Customization</a> 

  <a href="https://docs.d-tools.cloud/en/articles/1694998-editing-a-proposal" rel="nofollow noopener noreferrer" target="_blank">Editing Proposal Template</a>

  <a href="https://docs.d-tools.cloud/en/articles/5828857-saving-proposal-settings-as-a-template" rel="nofollow noopener noreferrer" target="_blank">Saving Proposal Template</a>

  <a href="https://docs.d-tools.cloud/en/articles/6901750-quick-quote-proposal-layout#h_995cb1fe22" rel="nofollow noopener noreferrer" target="_blank">Switching between Multimedia vs. Quick Quote</a>

  <a href="https://docs.d-tools.cloud/en/articles/6280210-customize-the-footer-of-a-proposal-pdf" rel="nofollow noopener noreferrer" target="_blank">Proposal PDF customization</a>

-   <a href="https://docs.d-tools.cloud/en/articles/1694998-editing-a-proposal" rel="nofollow noopener noreferrer" target="_blank">Editing Proposal Template</a>
-   <a href="https://docs.d-tools.cloud/en/articles/5828857-saving-proposal-settings-as-a-template" rel="nofollow noopener noreferrer" target="_blank">Saving Proposal Template</a>
-   <a href="https://docs.d-tools.cloud/en/articles/6901750-quick-quote-proposal-layout#h_995cb1fe22" rel="nofollow noopener noreferrer" target="_blank">Switching between Multimedia vs. Quick Quote</a>
-   <a href="https://docs.d-tools.cloud/en/articles/6280210-customize-the-footer-of-a-proposal-pdf" rel="nofollow noopener noreferrer" target="_blank">Proposal PDF customization</a>

  <a href="https://docs.d-tools.cloud/en/articles/3351626-getting-started-with-visual-quoting" rel="nofollow noopener noreferrer" target="_blank">Plan Views/Visual Quote</a>

  <a href="https://docs.d-tools.cloud/en/articles/4613447-image-based-quoting" rel="nofollow noopener noreferrer" target="_blank">Image Quote</a>

  <a href="https://docs.d-tools.cloud/en/articles/2299035-whiteboard" rel="nofollow noopener noreferrer" target="_blank">Whiteboards</a>

  <a href="https://docs.d-tools.cloud/en/articles/5181341-adding-a-visual-quote-to-a-proposal" rel="nofollow noopener noreferrer" target="_blank">Adding drawings to Proposal</a>

  <a href="http://docs.d-tools.cloud/en/articles/8427984-downloading-the-plan-view-or-image-quote-from-cloud">Downloading the drawings to PNG</a>

-   <a href="https://docs.d-tools.cloud/en/articles/3351626-getting-started-with-visual-quoting" rel="nofollow noopener noreferrer" target="_blank">Plan Views/Visual Quote</a>
-   <a href="https://docs.d-tools.cloud/en/articles/4613447-image-based-quoting" rel="nofollow noopener noreferrer" target="_blank">Image Quote</a>
-   <a href="https://docs.d-tools.cloud/en/articles/2299035-whiteboard" rel="nofollow noopener noreferrer" target="_blank">Whiteboards</a>
-   <a href="https://docs.d-tools.cloud/en/articles/5181341-adding-a-visual-quote-to-a-proposal" rel="nofollow noopener noreferrer" target="_blank">Adding drawings to Proposal</a>
-   <a href="http://docs.d-tools.cloud/en/articles/8427984-downloading-the-plan-view-or-image-quote-from-cloud">Downloading the drawings to PNG</a>

  <a href="http://docs.d-tools.cloud/en/articles/7890353-present-proposal">Present Proposal View</a>

  <a href="https://docs.d-tools.cloud/en/articles/6819179-share-proposal-over-email" rel="nofollow noopener noreferrer" target="_blank">Share Proposal Module</a>

  <a href="https://docs.d-tools.cloud/en/articles/8036879-download-the-signed-proposal" rel="nofollow noopener noreferrer" target="_blank">Downloading Proposal PDF</a>

  <a href="https://docs.d-tools.cloud/en/articles/2584355-share-proposal-by-url" rel="nofollow noopener noreferrer" target="_blank">Create a share Proposal link</a>

-   <a href="http://docs.d-tools.cloud/en/articles/7890353-present-proposal">Present Proposal View</a>
-   <a href="https://docs.d-tools.cloud/en/articles/6819179-share-proposal-over-email" rel="nofollow noopener noreferrer" target="_blank">Share Proposal Module</a>
-   <a href="https://docs.d-tools.cloud/en/articles/8036879-download-the-signed-proposal" rel="nofollow noopener noreferrer" target="_blank">Downloading Proposal PDF</a>
-   <a href="https://docs.d-tools.cloud/en/articles/2584355-share-proposal-by-url" rel="nofollow noopener noreferrer" target="_blank">Create a share Proposal link</a>

<b><a href="https://docs.d-tools.cloud/en/articles/5370811-manage-your-project-plan" rel="nofollow noopener noreferrer" target="_blank">Project Management</a> </b>

  <a href="https://docs.d-tools.cloud/en/articles/6725007-getting-started-with-project-tasks" rel="nofollow noopener noreferrer" target="_blank">Creating Tasks</a>

  <a href="https://docs.d-tools.cloud/en/articles/6725005-schedule-project-tasks" rel="nofollow noopener noreferrer" target="_blank">Scheduling events</a>

  <a href="https://docs.d-tools.cloud/en/articles/6725002-apply-a-task-template-to-a-project" rel="nofollow noopener noreferrer" target="_blank">Task Templates</a>

  <a href="https://docs.d-tools.cloud/en/articles/6745159-define-project-tasks#h_e507167f7f" rel="nofollow noopener noreferrer" target="_blank">Managing/viewing Task related data</a>

-   <a href="https://docs.d-tools.cloud/en/articles/6725007-getting-started-with-project-tasks" rel="nofollow noopener noreferrer" target="_blank">Creating Tasks</a>
-   <a href="https://docs.d-tools.cloud/en/articles/6725005-schedule-project-tasks" rel="nofollow noopener noreferrer" target="_blank">Scheduling events</a>
-   <a href="https://docs.d-tools.cloud/en/articles/6725002-apply-a-task-template-to-a-project" rel="nofollow noopener noreferrer" target="_blank">Task Templates</a>
-   <a href="https://docs.d-tools.cloud/en/articles/6745159-define-project-tasks#h_e507167f7f" rel="nofollow noopener noreferrer" target="_blank">Managing/viewing Task related data</a>

o   <a href="https://docs.d-tools.cloud/en/articles/2542875-getting-started-with-ordering" rel="nofollow noopener noreferrer" target="_blank">Ordering</a> 

  <a href="https://docs.d-tools.cloud/en/articles/2537097-ordering-products-from-within-a-project" rel="nofollow noopener noreferrer" target="_blank">Creating POs from Project</a>

  <a href="https://docs.d-tools.cloud/en/articles/5715053-creating-a-purchase-order#h_3da82e4223" rel="nofollow noopener noreferrer" target="_blank">Creating POs from the Orders tab</a>

  <a href="https://docs.d-tools.cloud/en/articles/2537663-marking-products-as-ready-to-order" rel="nofollow noopener noreferrer" target="_blank">Ready-to-order flow</a>

  <a href="https://docs.d-tools.cloud/en/articles/6930076-configure-shipping-options-for-suppliers" rel="nofollow noopener noreferrer" target="_blank">PO related settings</a>

  <a href="https://docs.d-tools.cloud/en/articles/2621132-manage-purchase-orders" rel="nofollow noopener noreferrer" target="_blank">Sharing/Managing POs</a>

-   <a href="https://docs.d-tools.cloud/en/articles/2537097-ordering-products-from-within-a-project" rel="nofollow noopener noreferrer" target="_blank">Creating POs from Project</a>
-   <a href="https://docs.d-tools.cloud/en/articles/5715053-creating-a-purchase-order#h_3da82e4223" rel="nofollow noopener noreferrer" target="_blank">Creating POs from the Orders tab</a>
-   <a href="https://docs.d-tools.cloud/en/articles/2537663-marking-products-as-ready-to-order" rel="nofollow noopener noreferrer" target="_blank">Ready-to-order flow</a>
-   <a href="https://docs.d-tools.cloud/en/articles/6930076-configure-shipping-options-for-suppliers" rel="nofollow noopener noreferrer" target="_blank">PO related settings</a>
-   <a href="https://docs.d-tools.cloud/en/articles/2621132-manage-purchase-orders" rel="nofollow noopener noreferrer" target="_blank">Sharing/Managing POs</a>

o   <a href="https://docs.d-tools.cloud/en/articles/3606969-getting-started-with-change-orders" rel="nofollow noopener noreferrer" target="_blank">Change Orders</a>

  <a href="https://docs.d-tools.cloud/en/articles/8540178-internal-change-order" rel="nofollow noopener noreferrer" target="_blank">Internal</a>

  <a href="https://docs.d-tools.cloud/en/articles/3642778-external-change-order" rel="nofollow noopener noreferrer" target="_blank">External</a>

-   <a href="https://docs.d-tools.cloud/en/articles/8540178-internal-change-order" rel="nofollow noopener noreferrer" target="_blank">Internal</a>
-   <a href="https://docs.d-tools.cloud/en/articles/3642778-external-change-order" rel="nofollow noopener noreferrer" target="_blank">External</a>

o   <a href="http://docs.d-tools.cloud/en/collections/2905175-collect-payment-for-projects">Progress payment collection</a>

o   <a href="https://docs.d-tools.cloud/en/articles/7251338-d-tools-cloud-service-management-quickstart" rel="nofollow noopener noreferrer" target="_blank">Configuring Service Plans</a> 

  <a href="http://docs.d-tools.cloud/en/collections/3830967-design-service-plans">Service Plan Settings/Defaults</a>

  <a href="https://docs.d-tools.cloud/en/articles/7156398-truck-roll-fee-and-drive-time-fee" rel="nofollow noopener noreferrer" target="_blank">Mobilization</a>

  <a href="https://docs.d-tools.cloud/en/articles/8134535-plan-length-and-billing-frequency-discounts" rel="nofollow noopener noreferrer" target="_blank">Plan Windows and Lengths</a>

-   <a href="http://docs.d-tools.cloud/en/collections/3830967-design-service-plans">Service Plan Settings/Defaults</a>
-   <a href="https://docs.d-tools.cloud/en/articles/7156398-truck-roll-fee-and-drive-time-fee" rel="nofollow noopener noreferrer" target="_blank">Mobilization</a>
-   <a href="https://docs.d-tools.cloud/en/articles/8134535-plan-length-and-billing-frequency-discounts" rel="nofollow noopener noreferrer" target="_blank">Plan Windows and Lengths</a>

o   <a href="https://docs.d-tools.cloud/en/articles/6947315-propose-service-plans" rel="nofollow noopener noreferrer" target="_blank">Selling Service</a>

  <a href="https://docs.d-tools.cloud/en/articles/6947315-propose-service-plans" rel="nofollow noopener noreferrer" target="_blank">Adding Service Plan to a Quote</a>

  <a href="https://docs.d-tools.cloud/en/articles/7156361-customizing-the-service-plan-section-in-the-proposal" rel="nofollow noopener noreferrer" target="_blank">Adding Service Plan to the Proposal</a>

-   <a href="https://docs.d-tools.cloud/en/articles/6947315-propose-service-plans" rel="nofollow noopener noreferrer" target="_blank">Adding Service Plan to a Quote</a>
-   <a href="https://docs.d-tools.cloud/en/articles/7156361-customizing-the-service-plan-section-in-the-proposal" rel="nofollow noopener noreferrer" target="_blank">Adding Service Plan to the Proposal</a>

o   <a href="http://docs.d-tools.cloud/en/collections/3910852-manage-service-calls">Managing Service Calls</a>

  <a href="https://docs.d-tools.cloud/en/articles/6947316-log-service-calls" rel="nofollow noopener noreferrer" target="_blank">Service calls as part of a service plan</a>

  <a href="http://docs.d-tools.cloud/en/collections/3830972-collect-payment-for-service-contracts-and-service-calls">Payments</a>

-   Standalone Service Calls
-   <a href="https://docs.d-tools.cloud/en/articles/6947316-log-service-calls" rel="nofollow noopener noreferrer" target="_blank">Service calls as part of a service plan</a>
-   <a href="http://docs.d-tools.cloud/en/collections/3830972-collect-payment-for-service-contracts-and-service-calls">Payments</a>

o   <a href="https://docs.d-tools.cloud/en/articles/6479471-field-user" rel="nofollow noopener noreferrer" target="_blank">Interacting with Tasks</a>

o   <a href="https://docs.d-tools.cloud/en/articles/7156409-technician-views-for-service-calls" rel="nofollow noopener noreferrer" target="_blank">Interacting with Service Calls</a>

Cloud Training Plan hierarchy-topics_8.7.23.pdf

D-Tools Cloud - Training Topics & Milestones

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D-Tools Cloud - Training Topics & Milestones

Introduction

Settings

Sales Training

Project Management

Service Management

Field User

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