D-Tools

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

Customizing the Service Plan section in the proposal

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

Proposing service plans

Understand the customer view for selecting and accepting service plans

Accepting service plans

Adding features to a service plan

Ashok P

Learn how to design and manage service plans

Design and Manage Service Plans

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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