D-Tools Cloud

Kimberly Hirsch

Ashok P

Andriy

Getting started and best practices for projects you have won!

Projects

Getting Started with Projects

I have gone to the project page and I don't see a place to create a project. Where do I create a project?

How do I create a project?

Getting Started

How to share your accepted quotes / BOM with your installers, technicians, project manager, engineers, programming, and more

Share accepted quotes with your team

Let everyone on your team know what stage a project is in and where it needs to go next

Customize Project Stages to match your workflow

Best Practices

Learn the concepts related to Project Tasks

Getting Started with Project Tasks

Learn everything about Task Templates and how to create reusable Task Templates

Build Effective Task Templates

Add Project Tasks to a Project one-by-one

Add Tasks to a Project

Use Task Templates in Projects to reduce your efforts to define Project Tasks

Apply a Task Template to a Project

Define Project Tasks

Get your Project running by creating Events that specify when the Project Tasks must be completed

Schedule Project Tasks

Project planning and scheduling just got a whole lot easier!

Cross-Project Scheduling

Clock In & Out, Track Employee Hours, and Export Time Sheets

Project Time Tracking

Field User

Put Projects in Action

I don't want to get Email notifications for all changes in my Opportunities and Projects

Configure Email Notification Preferences

Use Real-Time Chat for instantaneous and interactive communication with your team

Real-Time Chat (New Feature)

Add Project Notes with @ Mentions to Project Activities

Notes and @ Mention

Add To-Dos as Project Activities and assign resources and Due Dates for completion

To-Dos

Explore the options to communicate with your team on Projects

Communicating on Projects

Communicate on Projects

On a Change Order, open the Item sidebar and specify the new quantity of the Item

FAQ: Can I change just the quantity on a change order

Everything you need to know about Change Orders to start using them in your Projects

Getting Started with Change Orders

Learn how to add, remove, and replace items and update Price and Labor for a Change Order

Build a Change Order

Customizing the change order proposal to fit your company design

Customize Change Order Proposal

Know how to stay on top of your Change Orders

Manage Change Orders

Manage Changes to the Original Scope of Work

For integrators working on overlapping projects that need to order across multiple projects, or have purchasing processes in place

Mark Products as Ready to Order

Everything you need to know about ordering from a project

Ordering Products from within a Project

Keep the Item Status up-to-date to let all your team members easily track the Order status and Install status of the items.

Update Item Status

Export the list of all Products or a handful of them into a PDF or CSV file for Installers