D-Tools Cloud

Introduction to Service Management and its key features

Service Management Overview

D-Tools Cloud Service Management: QuickStart

User permissions required to manage Service Plans and Service Calls on Cloud

User Permissions for Service Management

Adding Cloud accounts for Service Technicians

Add Service Technician Accounts

Answers to some of the most-asked questions about Service Management functionality

Service Management FAQs

Ashok P

Tim Bigoness

Everything you need to manage Service Contracts and fulfill Service Requests from clients

Service

Service Management Terminology

Learn about the types of Features you can add to a Service Plan

Service Plan Features

Add Service Plans

Adding Features to a Service Plan

How to provide Plan Length and Billing Frequency discounts in Service Plans

Plan Length and Billing Frequency Discounts

How to set the Service Contract for an automatic renewal on its expiration date

Automatic Service Contract Renewal

Manage Labor for Services

Design Service Plans

Adding Service Plans to a Quote and sharing the Proposal with the customer for their approval

Propose Service Plans

Customizing the Service Plan Section in the Proposal

Customer view for selecting and accepting a Service Plan

How do my customers accept a Service Plan?

How to start a Service Contract on D-Tools Cloud

Starting a Service Contract

A birds-eye view of all your Service offerings

Service Management Dashboard

Manage Service Contracts

Service Call statuses and how they work on D-Tools Cloud

Service Call Statuses

Keeping track of Service Calls to improve service levels

Track your team's Service Calls

Manage Service Calls

Log Service Calls

How to assign a technician and schedule the Service Call

Schedule a Service Call

How to reopen a Service Call when a customer reports that the issue persists

Reopen a Call

Canceling a Call because the issue has been resolved

Cancel a Call

Viewing the Service Call schedule of your field technicians

Viewing Technicians’ Schedule

Log and Schedule Calls

Adding or updating labor for a service call in the Office User view

Adding Labor Charges for a Call

How to add labor charges for After-Hours Service and Excess Hours in a Call

Adding Labor Charges for After-Hours Service and Labor Overage during a Call

Adding default Truck Roll fee and Drive Time fee and updating them in the Work Summary of a service call

Truck Roll Fee and Drive Time Fee

Waiving off Labor charges for free Service Calls

Waiving Off Labor Charges for a Call

Ordering replacement products and updating Product Status in the call

Manage Replacement Products

Finalize Labor and Other Charges for Calls

Working on service calls in the Field User view

Technician Views for Service Calls

Working on a Service Call

Repair Product Workflow

Adding replacement products to the call log, requesting product availability, and scheduling a return visit to replace the products

Replace Product Workflow

Adding new products and accessories to the call log

Additional Product Used Workflow

Adding labor time manually for a Service Call

Adding Labor Time Manually

Service Technician Views

Choose what emails you want to receive for the Service payment requests made to your customers

Setting Email Notification Preferences for Payment Requests

How to push payment requests for Service Contracts and Service Calls to QuickBooks Online

Push Payment Requests to QuickBooks Online

Collect Payment for Service Contracts and Service Calls

Getting Started with Service Contract payments

Service Contract Payments

Generate Payment Schedule for a Service Contract

Payment Schedule for a Contract

How to collect payments for a Service Contract

Collecting Payments for a Contract

How to automate the recurring Payment Requests for a Service Contract

Automate Payment Requests for a Contract

How to manually create a Payment Request for a Service Contract and share it with a customer

Create and Share a Payment Request

Service Contracts

How to request payment for a completed Service Call

Request Payment for a Service Call

Options to share the Payment Request with the customer

Share Payment Request

How to delete an incomplete or erroneous payment request and create a new one

Updating an Incomplete Payment Request

Changing Labor tax rate and Product tax rate when requesting payment for a Service Call