Introduction
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.
Settings
o Defaults
Default Systems/Locations/Phases
o Labor
Itemized
Labor Line Items
o Catalog
o Other
Company Settings
Sales Training
o Opportunities and Quotes
Overview
Adding/Editing items
Review tab
Saving Proposal Template
o Drawings
Whiteboards
Downloading the drawings to PNG
o Proposal Sharing
o Tasking/Scheduling
o Ordering
Creating POs from the Orders tab
o Progress payment collection
Service Management
Plan Windows and Lengths
Standalone Service Calls
Field User
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