Projects

Getting started and best practices for projects you have won!

18 articles in this collection
Written by 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 Joseph Hayes
Updated over a week ago

Project Tasks

Setup and manage tasks on a project

Written by Joseph Hayes
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 Joseph Hayes
Updated over a week ago

Getting started with Projects

Learn how to manage projects in D-Tools

Written by Joseph Hayes
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 Joseph Hayes
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 Joseph Hayes
Updated over a week ago

Project Changes

An overview of how to make changes to won Opportunities

Written by Joseph Hayes
Updated over a week ago

Change Orders

Getting Started with Change Orders

Everything you need to get started and using change orders

Written by Joseph Hayes
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 Joseph Hayes
Updated over a week ago

Customize Change Order Proposal

Customizing the change order proposal to fit your company design

Written by Joseph Hayes
Updated over a week ago

Manage Change Orders

Manage your change orders states and stay on top of them

Written by Joseph Hayes
Updated over a week ago

Project Plan

Scheduling a Project

Everything to schedule a project

Written by Joseph Hayes
Updated over a week ago

Time Tracking

Track project hours to track estimated vs actual hours

Written by Joseph Hayes
Updated over a week ago

Item Status

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 Joseph Hayes
Updated over a week ago

Ordering Products from within a Project

Everything you need to know about ordering from a project

Written by Joseph Hayes
Updated over a week ago

Update Item Status

Update the item status of each item through project installation

Written by Joseph Hayes
Updated over a week ago

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 Joseph Hayes
Updated over a week ago

Payment Terms

Project Payment Terms

Manage project and change order payment term statuses

Written by Joseph Hayes
Updated over a week ago