D-Tools

User permission required to move projects through various stages

Changing the project stage

Export all products or a handful of them into a PDF or CSV file to share the file with the installers

Learn the concepts related to Project Tasks

Add Project Tasks to a Project one-by-one

How to use Task Templates in a projects and reduce the effort to define Project Tasks manually

How to create an event with one or more project tasks, assign resources, and schedule it

How to add tasks and schedule events for multiple projects in one single view

An introduction to the Item Status functionality on Cloud

How to change the Order status and the Install status of the products

How to use the Ready to Order functionality to cater to the purchasing approval process or to order products in bulk and avail discounts

How to order products from in the project details view

How to view the Job Cost metrics of a project

Find answers and get help from Intercom Support and Community Experts

Link, Press control-option-right-arrow to exit

Tickets submitted through the messenger or by a support agent in your conversation will appear here.