D-Tools Cloud

Sales Report, Sales Forecast, and Time Entries Reports

Reports tab

There are many reasons why you might not be receiving email notifications

Why am I not receiving email notifications?

QuickBooks Online, Essentials Subscription

This feature is not included in your QuickBooks Online essentials subscription

Use the Cloud Dashboard to track your Sales pipeline and Project Execution plans

Cloud Dashboard

Shortcuts to help you select all products or a select few on a quote or change order

Select multiple or all products

Avalara Tax Integration

Capturing Tariffs

D-Tools Cloud is web-based so technically works anywhere, but right now it is tailored for United States and Canada

D-Tools Cloud and its Complying Countries

How to change the currency format on Cloud?

Does D-Tools Cloud support multiple currencies?

Creating a user appears unnresponsive when creating a new account during registration.

Why doesn't the "Create User" button work when creating an account?

Ad blockers may be preventing you from accessing Cloud which freezes the application in a never-ending loading state.

Why does Cloud never seem to load?

In this article we will provide the steps required to update a users email address in D-Tools Cloud.

How to update your email address in D-Tools Cloud

Covers topics like mobile app capabilities, FSM, payment terms, estimate details, notifications, labor options, calendar sync...

Cloud Implementation FAQs

How can I change the number formats used for quotes, projects, and contracts?

Andriy

Kimberly Hirsch

Ashok P

A regularly curated list of the most commonly asked question by Cloud customers.

Explore the options to share Proposals online and offline with your customers

What are my options for sharing Proposals with Customers?

Exporting Data from D-Tools Cloud

How can I hide the item price on a proposal?

Quoting and Proposals

Explore all the ways to create packages for Products and Labor used in the projects

How do I create a Package inside D-Tools Cloud?

Add or swap out images on products, services, or allowances in your catalog to remove the default box image in the proposal.

How do I add or change a picture on an item (product, service, package, or allowance)?

Is there a migration option for D-Tools SI customers?

Can I import my Catalog from D-Tools SI?

This page explains how to add/edit Categories.

Can I create my own Categories?

The differences between products, allowances, and packages in the Catalog

What are Products, Labor, Allowances, and Packages?

Answer: Your storage capacity is unlimited.

What is the extent of my storage capacity?

Answer: We store your data in Microsoft Azure SqlServer Databases and Azure Data Storage containers, including binary data storage.

Where is my data stored?

How is my data safeguarded?

If you decide to cancel your subscription...

What happens when I choose to cancel my subscription?

Tim Bigoness

Catalog

I have a line item with quantity 4, but only want to order 2. Can I split them up to order half of them?

Can you split an item with quantity >1 into multiple items when you order?

Track your shipments delivered against Purchase Orders directly from D-Tools Cloud

Can I track shipments from D-Tools Cloud?

I don't want to send a PDF of the Purchase Order from my own email. I want to send Purchase Orders directly from Cloud.

Quoting and Proposals

Catalog

Ordering