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Getting started and best practices for projects you have won!
15 articles in this collection
Written by
Nick Powers
and
Joseph Hayes
FAQ: Can I change just the quantity on a change order
On a change order, to change the quantity, currently you will need to delete the item and add the same item with a new qty.
Written by
Nick Powers
Updated over a week ago
How do I create a project?
I have gone to the project page and I don't see a place to create a project. Where do I create a project?
Written by
Nick Powers
Updated over a week ago
Getting started with Projects
Learn how to manage projects in D-Tools
Written by
Nick Powers
Updated over a week ago
Best Practices
Share accepted quotes with your team
How to share your accepted quotes / BOM with your installers, technicians, project manager, engineers, programming, and more
Written by
Nick Powers
Updated over a week ago
Customize Project Stages to match your workflow
Let everyone on your team know what stage a project is in and where it needs to go next
Written by
Nick Powers
Updated over a week ago
Project Changes
An overview of how to make changes to won Opportunities
Written by
Nick Powers
Updated over a week ago
Change Orders
Project Payment Terms
Manage project and change order payment term statuses
Written by
Joseph Hayes
Updated over a week ago
Getting Started with Change Orders
Everything you need to get started and using change orders
Written by
Nick Powers
Updated over a week ago
Building a Change Order
The necessities of adding, removing, or replacing items, and updating items like price, labor, and others
Written by
Nick Powers
Updated over a week ago
Customize Change Order Proposal
Customizing the change order proposal to fit your company design
Written by
Nick Powers
Updated over a week ago
Manage Change Orders
Manage your change orders states and stay on top of them
Written by
Nick Powers
Updated over a week ago
Item Status
Select and Export Products
In the item status view, you can select all or a handful of products and export into a PDF, CSV, or Excel file
Written by
Nick Powers
Updated over a week ago
Update Item Status
Update the item status of each item through project installation
Written by
Nick Powers
Updated over a week ago
Ordering
Mark Products as Ready to Order
For integrators working on overlapping projects that need to order across multiple projects, or have purchasing processes in place
Written by
Nick Powers
Updated over a week ago
Ordering Products from within a Project
Everything you need to know about ordering from a project
Written by
Nick Powers
Updated over a week ago