D-Tools

Introduction to Service Management and its key features

Service Management Overview

Everything you need to know to start using the Service Management functionality

D-Tools Cloud Service Management: QuickStart

Tim Bigoness

Ashok P

Everything you need to manage service contracts and fulfill service requests from customers

Service

FAQs: feature availability

FAQs: service plan

FAQs: service contract

FAQs: service call

FAQs: service contract and service call billing

Service Management FAQs

Service Management terminology

How to specify discounts for plan length and billing frequency so that they are apply to the service contract value

Plan Length and Billing Frequency discounts

Learn about the types of features you can add to service plans

Service plan features

User permissions required to manage service plans and aervice calls on Cloud

User permissions for Service Management

How to add create a service plan on D-Tools Cloud

Creating a service plan

Adding features to a service plan

Design Service Plans

How to add Cloud accounts for service technicians

Adding service technician accounts

How to set up labor for fulfilling service requests via service calls

Managing labor for services

Configure Labor for Services

How to propose service plans to customers for project opportunities and service opportunities, and for ongoing and completed projects

Proposing service plans

Customizing the Service Plan section in the proposal

Customer view for selecting and accepting service plans

FAQ: How do my customers accept service plans?

How to start the service contract on Cloud

Starting a service contract

A bird's-eye view of all your service offerings and service fulfillment status on the Service Management dashboard

Service Management dashboard

Cancelling a service contract

How to renew and extend a service contract

Renewing a service contract

Manage Service Contracts

Service call statuses and how they work on Cloud

Service Call statuses

How to keep track of service calls to improve service levels

Tracking your team's service calls

Manage Service Calls

Logging a service call

How to enable taxes on a tax-exempt service call

Enabling taxes on a tax-exempt service call

How to assign a technician and schedule a service call

Scheduling a service call

How to reopen a service call when a customer reports that the issue persists

Reopening a service call

Canceling a service call

How to view the service call schedule of your field technicians

Viewing the technicians’ schedule

How to notify the customer about the scheduled service call

Notifying the customer about the service call schedule

Log and Schedule Calls

How to add the default truck roll fee and drive time fee in the work summary of the service call

Truck Roll fee and Drive Time fee

How to add labor charges for After-Hours Service and Excess Hours in the service call

Adding After-Hours Service and Labor Overage labor charges

How to add or update the labor hours and charges for the service call in the Office user view

Adding labor charges for a call

How to waive off labor charges for free service calls

Waiving off labor charges for a call

How to manage the replacement of products in the Office User view

Managing replacement products

Finalize Labor and Other Charges for Calls

How to log the time spent on service calls

Logging time spent on service calls

Log Time Entries for Calls

Working on service calls in the Field User view

Technician views for service calls

Working on a service call

How to use Repair Product workflow and add repaired products to the service call log

Repair Product workflow

How to use Replace Product workflow to add replacement products to the call log, request product availability, and schedule a return visit

Replace Product workflow

How to use Additional Product Used workflow to add new products and accessories installed on the call to the call log

Additional Product Used workflow

How to add labor time manually for a service call

Adding labor time manually

How to obtain a sign-off from the customer upon completing the service call

Obtaining a sign-off from the customer

Service Technician Views

How to activate a subscription service on Cloud

Activating a subscription

How to collect payments for a subscription

Collecting payments for a subscription

How to renew and extend a subscription service

Renewing a subscription

How to download the list of subscriptions in a CSV file

Downloading subscriptions in a CSV file

Manage Subscriptions

How to enable email notifications for service contract invoices made to customers

Setting email notification preferences for invoices

How to push service contract, subscription, and service call invoices to QuickBooks Online or QuickBooks Desktop

Pushing the contract, subscription, or call invoice to QuickBooks

FAQ: Can I add a custom message on the contract, call, and subscription invoice?

Collect Payment for Service Contracts, Service Calls, and Subscriptions

Everything you need to know to start collecting payments for your service contracts

Service Contract payments

How to generate the payment schedule for a service contract

Generating the payment schedule for a contract

How to automate the process of sending recurring invoices for a service contract

Invoice Creation automation for a contract

How to create and share an invoice for a service contract payment

Creating an invoice for contract payment

How to create an invoice with multiple contract payment terms

Creating an invoice with multiple contract payment terms

Service Contracts and Subscriptions

How to create an invoice for a completed service call

Creating an invoice for a service call

What are the options to share the service call invoice with the customer

Sharing a service call invoice

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

Updating an incomplete invoice

Changing the labor tax rate and product tax rate when invoicing for a service call

Changing tax rates for a service call

Service Calls

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