D-Tools

Everything you need to start working in minutes!

Getting Started with Cloud

How to sign up for D-Tools Cloud free trial

Signing up for D-Tools Cloud

How to update your company profile information on D-Tools Cloud

Updating your company profile on D-Tools Cloud

How to change the owner for your D-Tools Cloud subscription

Changing the owner of the D-Tools Cloud subscription

If you are a paying Software Assurance (SA) customer, you will receive a discount towards your D-Tools Cloud Subscription.

Enter in your SI License Key for exclusive benefits

Kimberly Craven

Tim Bigoness

Megan Campbell

Everything you need to know to get up and running.

Getting Started

All the assistance you need to try out the Sales Management functionality on D-Tools Cloud end-to-end

Sales Management: QuickStart

Ashok P

Quickstart

D-Tools Cloud - Training Topics & Milestones

D-Tools Cloud Implementation and Training Requirements

D-Tools Cloud Standards

Andriy

Training

How to update your profile information on D-Tools Cloud

Updating your D-Tools Cloud user profile

How to change the email address associated with a Cloud user account

Changing the email address of the user account

How to reset the password for a Cloud user account

Resetting the password

How to enable Multi-Factor Authentication (MFA) for your Cloud user account

Enabling Multi-Factor Authentication (MFA)

Manage User Account

Understanding the Access Permissions and User Groups functionality on Cloud

Access Permissions and User Groups

Custom user groups

Invite users into your account to let them work on Opportunities, Projects, Contracts, and Service Calls

Inviting users

How to set up permissions for Office users in your account

Setting up access permissions for Office users

How to assign resource costs to Office users and Field users

Assigning resource costs to users

How to resend the email invitation to a user when they have not received the invitation email

Resending the invitation to a user

Everything your Field Technicians need to know about Field User views to start working on project events and service calls

Field user

Manage Users

How to contact us and get help for using D-Tools Cloud features

Help channels and resources

How do I provide feedback for a particular feature or something that can be improved?

Chat with the D-Tools Support team to report technical issues and bugs you see when using D-Tools Cloud  

How to report a bug?

Get Help & Provide Feedback

Find answers and get help from Intercom Support and Community Experts

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Track the progress of all tickets related to your company.

Tickets portal.

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